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 | $19,396 | $78,694-75.4% | $67,652-71.3% | $125,391-84.5% |
| Participation rate | 46.2% | 78.8%-32.7pp | 75.7%-29.5pp | 83.2%-37.0pp |
| Annual return | -1.48% | 9.46%-10.9pp | 6625.04%-6626.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $901 | $3,044-70.4% | $2,266-60.2% | $4,866-81.5% |
| Participant deferral / active EE | $1,939 | $4,292-54.8% | $3,560-45.5% | $5,352-63.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |