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 | $1,298 | $70,606-98.2% | $53,898-97.6% | $142,382-99.1% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 82.28% | 619.81%-537.5pp | 528.60%-446.3pp | 217.08%-134.8pp |
| Employer contribution / active EE | $227 | $1,202-81.1% | $932-75.6% | $4,299-94.7% |
| Participant deferral / active EE | $1,001 | $2,364-57.7% | $1,826-45.2% | $6,507-84.6% |
| Admin fee / account holder | $31 | $2,852-98.9% | $2,491-98.8% | $12,624-99.8% |