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 | $6,521 | $69,207-90.6% | $64,056-89.8% | $139,434-95.3% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 27.29% | 45.88%-18.6pp | 33.69%-6.4pp | 372.94%-345.7pp |
| Employer contribution / active EE | $905 | $3,182-71.6% | $2,747-67.1% | $4,751-81.0% |
| Participant deferral / active EE | $2,266 | $4,682-51.6% | $3,880-41.6% | $6,710-66.2% |
| Admin fee / account holder | $39 | $4,244-99.1% | $3,068-98.7% | $11,403-99.7% |