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 | $25,433 | $127,386-80.0% | $115,037-77.9% | $125,391-79.7% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $4,860 | $5,166-5.9% | $4,608+5.5% | $4,866-0.1% |
| Participant deferral / active EE | $7,862 | $6,423+22.4% | $6,026+30.5% | $5,352+46.9% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |