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 | $14,458 | $102,616-85.9% | $81,983-82.4% | $158,922-90.9% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,639 | $3,240-18.6% | $2,498+5.6% | $4,761-44.6% |
| Participant deferral / active EE | $6,596 | $4,648+41.9% | $3,722+77.2% | $5,982+10.3% |
| Admin fee / account holder | $3 | $8,235-100.0% | $5,664-99.9% | $11,246-100.0% |