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 | $25,070 | $90,600-72.3% | $79,464-68.5% | $135,375-81.5% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -2.00% | 977.43%-979.4pp | 718.14%-720.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $562 | $3,068-81.7% | $2,800-79.9% | $4,779-88.2% |
| Participant deferral / active EE | $1,917 | $4,050-52.7% | $3,704-48.3% | $5,609-65.8% |
| Admin fee / account holder | $270 | $5,907-95.4% | $5,113-94.7% | $10,827-97.5% |