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 | $3,757 | $81,625-95.4% | $58,482-93.6% | $139,434-97.3% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 49.84% | 7404.20%-7354.4pp | 4239.32%-4189.5pp | 372.94%-323.1pp |
| Employer contribution / active EE | $983 | $1,398-29.7% | $1,053-6.7% | $4,751-79.3% |
| Participant deferral / active EE | $1,061 | $2,557-58.5% | $1,924-44.9% | $6,710-84.2% |
| Admin fee / account holder | $124 | $3,265-96.2% | $2,516-95.1% | $11,403-98.9% |