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 | $27,633 | $75,828-63.6% | $147,614-81.3% | $59,632-53.7% |
| Participation rate | 65.7% | 71.6%-5.9pp | 84.6%-18.9pp | 68.7%-3.0pp |
| Annual return | -0.88% | 0.37%-1.2pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,294 | $3,485-34.2% | $5,564-58.8% | $2,203+4.2% |
| Participant deferral / active EE | $3,896 | $3,130+24.4% | $4,895-20.4% | $3,192+22.1% |
| Admin fee / account holder | $34 | $5,985-99.4% | $11,611-99.7% | $4,297-99.2% |