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 8-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 | $3,056 | $76,738-96.0% | $56,411-94.6% | $145,922-97.9% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 8.37% | 2994.23%-2985.9pp | 1701.33%-1693.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $231 | $1,380-83.3% | $1,039-77.7% | $4,660-95.0% |
| Participant deferral / active EE | $347 | $2,623-86.8% | $1,952-82.2% | $6,688-94.8% |
| Admin fee / account holder | $34 | $3,334-99.0% | $2,829-98.8% | $13,397-99.7% |