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 | $75,675 | $57,354+31.9% | $83,848-9.7% | $64,186+17.9% |
| Participation rate | 55.2% | 68.6%-13.4pp | 76.1%-21.0pp | 69.6%-14.4pp |
| Annual return | -6.28% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $681 | $2,545-73.2% | $3,631-81.2% | $2,381-71.4% |
| Participant deferral / active EE | $2,453 | $2,993-18.1% | $4,082-39.9% | $3,470-29.3% |
| Admin fee / account holder | $10 | $4,046-99.8% | $5,478-99.8% | $4,888-99.8% |