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 | $10,594 | $85,022-87.5% | $70,515-85.0% | $139,434-92.4% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.3%-68.3pp | 80.3%-80.3pp |
| Annual return | 15.16% | 30.38%-15.2pp | 32.77%-17.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,710-100.0% |
| Admin fee / account holder | $98 | $8,906-98.9% | $6,412-98.5% | $11,403-99.1% |