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 | $17,725 | $87,540-79.8% | $75,781-76.6% | $125,391-85.9% |
| Participation rate | 25.0% | 80.2%-55.2pp | 75.8%-50.8pp | 83.2%-58.2pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $681 | $3,930-82.7% | $3,323-79.5% | $4,866-86.0% |
| Participant deferral / active EE | $3,750 | $4,229-11.3% | $3,651+2.7% | $5,352-29.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |