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 | $2,291 | $81,625-97.2% | $58,482-96.1% | $139,434-98.4% |
| Participation rate | 52.4% | 61.3%-8.9pp | 50.9%+1.5pp | 80.3%-27.9pp |
| Annual return | 27.48% | 7404.20%-7376.7pp | 4239.32%-4211.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $563 | $1,398-59.7% | $1,053-46.6% | $4,751-88.2% |
| Participant deferral / active EE | $590 | $2,557-76.9% | $1,924-69.3% | $6,710-91.2% |
| Admin fee / account holder | $110 | $3,265-96.6% | $2,516-95.6% | $11,403-99.0% |