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 | $38,070 | $90,503-57.9% | $78,689-51.6% | $273,961-86.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,386 | $3,176-56.4% | $2,851-51.4% | $4,869-71.5% |
| Participant deferral / active EE | $8,963 | $3,901+129.7% | $3,517+154.9% | $5,287+69.5% |
| Admin fee / account holder | $69 | $5,263-98.7% | $4,510-98.5% | $10,132-99.3% |