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 5-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 | $1,948 | $76,738-97.5% | $56,411-96.5% | $145,922-98.7% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 330.15% | 2994.23%-2664.1pp | 1701.33%-1371.2pp | 561.29%-231.1pp |
| Employer contribution / active EE | $701 | $1,380-49.2% | $1,039-32.5% | $4,660-85.0% |
| Participant deferral / active EE | $1,116 | $2,623-57.5% | $1,952-42.8% | $6,688-83.3% |
| Admin fee / account holder | $55 | $3,334-98.4% | $2,829-98.1% | $13,397-99.6% |