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 | $35,874 | $45,152-20.5% | $73,843-51.4% | $59,632-39.8% |
| Participation rate | 38.2% | 64.0%-25.8pp | 73.4%-35.2pp | 68.7%-30.4pp |
| Annual return | 0.50% | 27.40%-26.9pp | 2267.84%-2267.3pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $582 | $1,902-69.4% | $2,787-79.1% | $2,203-73.6% |
| Participant deferral / active EE | $735 | $2,574-71.4% | $3,583-79.5% | $3,192-77.0% |
| Admin fee / account holder | $25 | $3,516-99.3% | $4,880-99.5% | $4,297-99.4% |