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 | $2,806 | $81,625-96.6% | $58,482-95.2% | $139,434-98.0% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 33.33% | 7404.20%-7370.9pp | 4239.32%-4206.0pp | 372.94%-339.6pp |
| Employer contribution / active EE | $256 | $1,398-81.7% | $1,053-75.7% | $4,751-94.6% |
| Participant deferral / active EE | $301 | $2,557-88.2% | $1,924-84.3% | $6,710-95.5% |
| Admin fee / account holder | $34 | $3,265-99.0% | $2,516-98.7% | $11,403-99.7% |