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 | $26,507 | $197,825-86.6% | $155,790-83.0% | $125,391-78.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | 0.00% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,105 | $4,847-77.2% | $3,836-71.2% | $4,866-77.3% |
| Participant deferral / active EE | $9,600 | $5,630+70.5% | $4,797+100.1% | $5,352+79.4% |
| Admin fee / account holder | $25 | $9,545-99.7% | $7,478-99.7% | $9,540-99.7% |