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 10-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 | $25,462 | $86,699-70.6% | $73,307-65.3% | $125,391-79.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -2.13% | 2.78%-4.9pp | 5.67%-7.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,600 | $4,152-61.5% | $3,237-50.6% | $4,866-67.1% |
| Participant deferral / active EE | $2,500 | $5,550-55.0% | $4,991-49.9% | $5,352-53.3% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |