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 | $29,442 | $211,958-86.1% | $169,463-82.6% | $135,375-78.3% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | 0.04% | 3.26%-3.2pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $828 | $5,120-83.8% | $4,159-80.1% | $4,779-82.7% |
| Participant deferral / active EE | $1,949 | $6,075-67.9% | $5,277-63.1% | $5,609-65.3% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |