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 | $21,374 | $158,817-86.5% | $121,196-82.4% | $135,375-84.2% |
| Participation rate | 35.7% | 79.3%-43.6pp | 71.7%-36.0pp | 82.6%-46.9pp |
| Annual return | -6.20% | -0.64%-5.6pp | 16.93%-23.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $84 | $6,512-98.7% | $5,019-98.3% | $10,827-99.2% |