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 | $28,319 | $176,056-83.9% | $159,436-82.2% | $167,490-83.1% |
| Participation rate | 58.3% | 84.9%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,637 | $5,297-31.3% | $4,829-24.7% | $4,837-24.8% |
| Participant deferral / active EE | $12,385 | $7,750+59.8% | $7,352+68.5% | $6,341+95.3% |
| Admin fee / account holder | $89 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |