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 | $7,230 | $81,625-91.1% | $58,482-87.6% | $139,434-94.8% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 28.98% | 7404.20%-7375.2pp | 4239.32%-4210.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $366 | $1,398-73.8% | $1,053-65.3% | $4,751-92.3% |
| Participant deferral / active EE | $752 | $2,557-70.6% | $1,924-60.9% | $6,710-88.8% |
| Admin fee / account holder | $33 | $3,265-99.0% | $2,516-98.7% | $11,403-99.7% |