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 5-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 | $8,225 | $76,738-89.3% | $56,411-85.4% | $145,922-94.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 12.76% | 2994.23%-2981.5pp | 1701.33%-1688.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $334 | $1,380-75.8% | $1,039-67.8% | $4,660-92.8% |
| Participant deferral / active EE | $462 | $2,623-82.4% | $1,952-76.3% | $6,688-93.1% |
| Admin fee / account holder | $78 | $3,334-97.7% | $2,829-97.2% | $13,397-99.4% |