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 | $1,805 | $81,625-97.8% | $58,482-96.9% | $139,434-98.7% |
| Participation rate | 31.6% | 61.3%-29.8pp | 50.9%-19.3pp | 80.3%-48.7pp |
| Annual return | 137.20% | 7404.20%-7267.0pp | 4239.32%-4102.1pp | 372.94%-235.7pp |
| Employer contribution / active EE | $215 | $1,398-84.6% | $1,053-79.6% | $4,751-95.5% |
| Participant deferral / active EE | $435 | $2,557-83.0% | $1,924-77.4% | $6,710-93.5% |
| Admin fee / account holder | $37 | $3,265-98.9% | $2,516-98.5% | $11,403-99.7% |