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 | $20,796 | $103,949-80.0% | $69,182-69.9% | $273,961-92.4% |
| Participation rate | 6.7% | 67.4%-60.7pp | 55.1%-48.4pp | 83.0%-76.3pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $368 | $1,783-79.3% | $1,206-69.5% | $4,869-92.4% |
| Participant deferral / active EE | $933 | $2,716-65.6% | $1,897-50.8% | $5,287-82.3% |
| Admin fee / account holder | $104 | $3,671-97.2% | $2,697-96.1% | $10,132-99.0% |