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 | $13,824 | $114,047-87.9% | $96,139-85.6% | $167,490-91.7% |
| Participation rate | 62.5% | 75.1%-12.6pp | 68.4%-5.9pp | 82.1%-19.6pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,167 | $3,427-66.0% | $2,797-58.3% | $4,837-75.9% |
| Participant deferral / active EE | $3,140 | $5,194-39.5% | $4,349-27.8% | $6,341-50.5% |
| Admin fee / account holder | $177 | $6,897-97.4% | $5,537-96.8% | $12,309-98.6% |