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 4-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 | $5,869 | $70,606-91.7% | $53,898-89.1% | $142,382-95.9% |
| Participation rate | 38.5% | 63.7%-25.2pp | 55.0%-16.5pp | 80.1%-41.7pp |
| Annual return | 23.18% | 619.81%-596.6pp | 528.60%-505.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $260 | $1,202-78.4% | $932-72.1% | $4,299-94.0% |
| Participant deferral / active EE | $435 | $2,364-81.6% | $1,826-76.2% | $6,507-93.3% |
| Admin fee / account holder | $47 | $2,852-98.3% | $2,491-98.1% | $12,624-99.6% |