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 | $4,060 | $27,915-85.5% | $58,482-93.1% | $75,163-94.6% |
| Participation rate | 51.0% | 38.8%+12.1pp | 50.9%+0.1pp | 67.2%-16.2pp |
| Annual return | 26.81% | 44.20%-17.4pp | 4239.32%-4212.5pp | 160.62%-133.8pp |
| Employer contribution / active EE | $624 | $669-6.7% | $1,053-40.7% | $2,670-76.6% |
| Participant deferral / active EE | $862 | $1,201-28.2% | $1,924-55.2% | $4,125-79.1% |
| Admin fee / account holder | $66 | $1,726-96.2% | $2,516-97.4% | $5,651-98.8% |