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 6-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 | $4,758 | $29,660-84.0% | $56,411-91.6% | $80,856-94.1% |
| Participation rate | 61.5% | 41.6%+19.8pp | 52.5%+9.0pp | 67.6%-6.2pp |
| Annual return | 13.72% | 35.23%-21.5pp | 1701.33%-1687.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $284 | $669-57.5% | $1,039-72.6% | $2,755-89.7% |
| Participant deferral / active EE | $669 | $1,226-45.5% | $1,952-65.7% | $4,296-84.4% |
| Admin fee / account holder | $121 | $2,428-95.0% | $2,829-95.7% | $6,918-98.3% |