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 9-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 | $49,269 | $153,311-67.9% | $109,313-54.9% | $273,961-82.0% |
| Participation rate | 59.1% | 80.1%-21.0pp | 71.3%-12.2pp | 83.0%-23.9pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $505 | $5,619-91.0% | $3,892-87.0% | $4,869-89.6% |
| Participant deferral / active EE | $603 | $3,932-84.7% | $3,166-81.0% | $5,287-88.6% |
| Admin fee / account holder | $137 | $8,076-98.3% | $5,666-97.6% | $10,132-98.6% |