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 | $4,307 | $70,606-93.9% | $53,898-92.0% | $142,382-97.0% |
| Participation rate | 63.2% | 63.7%-0.5pp | 55.0%+8.2pp | 80.1%-17.0pp |
| Annual return | 21.29% | 619.81%-598.5pp | 528.60%-507.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $388 | $1,202-67.7% | $932-58.4% | $4,299-91.0% |
| Participant deferral / active EE | $665 | $2,364-71.9% | $1,826-63.6% | $6,507-89.8% |
| Admin fee / account holder | $25 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |