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 | $23,709 | $118,849-80.1% | $96,562-75.4% | $167,490-85.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,699 | $3,120-13.5% | $2,356+14.5% | $4,837-44.2% |
| Participant deferral / active EE | $13,000 | $4,616+181.6% | $3,849+237.8% | $6,341+105.0% |
| Admin fee / account holder | $5 | $8,065-99.9% | $6,181-99.9% | $12,309-100.0% |