See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,082 | $90,600-72.3% | $79,464-68.4% | $135,375-81.5% |
| Participation rate | 16.7% | 76.0%-59.4pp | 73.3%-56.7pp | 82.6%-66.0pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $295 | $3,068-90.4% | $2,800-89.5% | $4,779-93.8% |
| Participant deferral / active EE | $4,083 | $4,050+0.8% | $3,704+10.2% | $5,609-27.2% |
| Admin fee / account holder | $80 | $5,907-98.6% | $5,113-98.4% | $10,827-99.3% |