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 | $4,264 | $76,738-94.4% | $56,411-92.4% | $145,922-97.1% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 13.16% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $202 | $1,380-85.4% | $1,039-80.5% | $4,660-95.7% |
| Participant deferral / active EE | $324 | $2,623-87.6% | $1,952-83.4% | $6,688-95.2% |
| Admin fee / account holder | $31 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |