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 | $1,458 | $76,738-98.1% | $56,411-97.4% | $145,922-99.0% |
| Participation rate | 58.8% | 63.2%-4.4pp | 52.5%+6.4pp | 80.3%-21.5pp |
| Annual return | 15.90% | 2994.23%-2978.3pp | 1701.33%-1685.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $156 | $1,380-88.7% | $1,039-85.0% | $4,660-96.7% |
| Participant deferral / active EE | $633 | $2,623-75.9% | $1,952-67.6% | $6,688-90.5% |
| Admin fee / account holder | $6 | $3,334-99.8% | $2,829-99.8% | $13,397-100.0% |