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 | $2,576 | $81,625-96.8% | $58,482-95.6% | $139,434-98.2% |
| Participation rate | 65.2% | 61.3%+3.9pp | 50.9%+14.4pp | 80.3%-15.1pp |
| Annual return | 35.66% | 7404.20%-7368.5pp | 4239.32%-4203.7pp | 372.94%-337.3pp |
| Employer contribution / active EE | $390 | $1,398-72.1% | $1,053-63.0% | $4,751-91.8% |
| Participant deferral / active EE | $957 | $2,557-62.6% | $1,924-50.2% | $6,710-85.7% |
| Admin fee / account holder | $42 | $3,265-98.7% | $2,516-98.3% | $11,403-99.6% |