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 | $2,907 | $76,738-96.2% | $56,411-94.8% | $145,922-98.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 34.80% | 2994.23%-2959.4pp | 1701.33%-1666.5pp | 561.29%-526.5pp |
| Employer contribution / active EE | $322 | $1,380-76.7% | $1,039-69.0% | $4,660-93.1% |
| Participant deferral / active EE | $2,572 | $2,623-1.9% | $1,952+31.7% | $6,688-61.5% |
| Admin fee / account holder | $16 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |