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 | $30,057 | $90,600-66.8% | $79,464-62.2% | $135,375-77.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -5.13% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $784 | $3,068-74.4% | $2,800-72.0% | $4,779-83.6% |
| Participant deferral / active EE | $1,700 | $4,050-58.0% | $3,704-54.1% | $5,609-69.7% |
| Admin fee / account holder | $70 | $5,907-98.8% | $5,113-98.6% | $10,827-99.4% |