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 8-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 | $10,567 | $104,106-89.8% | $71,086-85.1% | $135,375-92.2% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | 340.68% | 1256.30%-915.6pp | 650.59%-309.9pp | 519.73%-179.1pp |
| Employer contribution / active EE | $315 | $1,485-78.8% | $1,088-71.1% | $4,779-93.4% |
| Participant deferral / active EE | $654 | $2,527-74.1% | $1,874-65.1% | $5,609-88.3% |
| Admin fee / account holder | $25 | $4,142-99.4% | $3,082-99.2% | $10,827-99.8% |