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 3-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 | $4,963 | $54,705-90.9% | $71,209-93.0% | $84,808-94.1% |
| Participation rate | 68.0% | 64.1%+3.9pp | 73.8%-5.8pp | 68.3%-0.3pp |
| Annual return | 1013.93% | 35.90%+978.0pp | 282.51%+731.4pp | 40.90%+973.0pp |
| Employer contribution / active EE | $1,112 | $2,158-48.5% | $2,721-59.1% | $2,631-57.7% |
| Participant deferral / active EE | $1,956 | $3,030-35.4% | $4,175-53.1% | $4,212-53.6% |
| Admin fee / account holder | $12 | $4,863-99.8% | $5,349-99.8% | $7,344-99.8% |