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 | $3,755 | $74,888-95.0% | $71,209-94.7% | $142,382-97.4% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.8%-9.5pp | 80.1%-15.8pp |
| Annual return | 28.14% | 345.14%-317.0pp | 282.51%-254.4pp | 217.08%-188.9pp |
| Employer contribution / active EE | $534 | $2,854-81.3% | $2,721-80.4% | $4,299-87.6% |
| Participant deferral / active EE | $2,125 | $4,454-52.3% | $4,175-49.1% | $6,507-67.4% |
| Admin fee / account holder | $175 | $5,568-96.9% | $5,349-96.7% | $12,624-98.6% |