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 | $23,816 | $92,703-74.3% | $82,719-71.2% | $134,475-82.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -0.08% | 944.92%-945.0pp | 701.18%-701.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $983 | $3,274-70.0% | $3,009-67.3% | $4,740-79.3% |
| Participant deferral / active EE | $4,889 | $4,802+1.8% | $4,395+11.2% | $6,400-23.6% |
| Admin fee / account holder | $88 | $5,983-98.5% | $5,329-98.4% | $11,426-99.2% |