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 5-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 | $108,133 | $105,181+2.8% | $159,436-32.2% | $85,850+26.0% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.8%-24.2pp | 69.3%-10.7pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,444 | $3,318-56.5% | $4,829-70.1% | $2,565-43.7% |
| Participant deferral / active EE | $5,212 | $5,945-12.3% | $7,352-29.1% | $3,952+31.9% |
| Admin fee / account holder | $9 | $6,933-99.9% | $10,799-99.9% | $6,260-99.8% |