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 3-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 | $5,685 | $85,022-93.3% | $70,515-91.9% | $139,434-95.9% |
| Participation rate | 27.8% | 73.9%-46.1pp | 68.3%-40.6pp | 80.3%-52.5pp |
| Annual return | 494.87% | 30.38%+464.5pp | 32.77%+462.1pp | 372.94%+121.9pp |
| Employer contribution / active EE | $654 | $3,909-83.3% | $2,973-78.0% | $4,751-86.2% |
| Participant deferral / active EE | $1,218 | $5,890-79.3% | $4,567-73.3% | $6,710-81.9% |
| Admin fee / account holder | $128 | $8,906-98.6% | $6,412-98.0% | $11,403-98.9% |