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 | $4,392 | $70,606-93.8% | $53,898-91.9% | $142,382-96.9% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 20.87% | 619.81%-598.9pp | 528.60%-507.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $164 | $1,202-86.4% | $932-82.4% | $4,299-96.2% |
| Participant deferral / active EE | $250 | $2,364-89.4% | $1,826-86.3% | $6,507-96.2% |
| Admin fee / account holder | $28 | $2,852-99.0% | $2,491-98.9% | $12,624-99.8% |