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 | $5,564 | $76,738-92.7% | $56,411-90.1% | $145,922-96.2% |
| Participation rate | 35.7% | 63.2%-27.5pp | 52.5%-16.8pp | 80.3%-44.6pp |
| Annual return | 10.43% | 2994.23%-2983.8pp | 1701.33%-1690.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $183 | $1,380-86.7% | $1,039-82.4% | $4,660-96.1% |
| Participant deferral / active EE | $416 | $2,623-84.1% | $1,952-78.7% | $6,688-93.8% |
| Admin fee / account holder | $58 | $3,334-98.3% | $2,829-97.9% | $13,397-99.6% |