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 | $5,053 | $76,738-93.4% | $56,411-91.0% | $145,922-96.5% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 17.24% | 2994.23%-2977.0pp | 1701.33%-1684.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $207 | $1,380-85.0% | $1,039-80.1% | $4,660-95.6% |
| Participant deferral / active EE | $340 | $2,623-87.0% | $1,952-82.6% | $6,688-94.9% |
| Admin fee / account holder | $173 | $3,334-94.8% | $2,829-93.9% | $13,397-98.7% |