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 | $2,801 | $76,738-96.3% | $56,411-95.0% | $145,922-98.1% |
| Participation rate | 65.2% | 63.2%+2.0pp | 52.5%+12.8pp | 80.3%-15.1pp |
| Annual return | 15.20% | 2994.23%-2979.0pp | 1701.33%-1686.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $685 | $1,380-50.3% | $1,039-34.0% | $4,660-85.3% |
| Participant deferral / active EE | $950 | $2,623-63.8% | $1,952-51.3% | $6,688-85.8% |
| Admin fee / account holder | $239 | $3,334-92.8% | $2,829-91.6% | $13,397-98.2% |