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 | $1,325 | $70,606-98.1% | $53,898-97.5% | $142,382-99.1% |
| Participation rate | 30.8% | 63.7%-32.9pp | 55.0%-24.2pp | 80.1%-49.4pp |
| Annual return | 13.77% | 619.81%-606.0pp | 528.60%-514.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $109 | $1,202-90.9% | $932-88.3% | $4,299-97.5% |
| Participant deferral / active EE | $261 | $2,364-88.9% | $1,826-85.7% | $6,507-96.0% |
| Admin fee / account holder | $64 | $2,852-97.7% | $2,491-97.4% | $12,624-99.5% |