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 | $8,425 | $27,915-69.8% | $58,482-85.6% | $75,163-88.8% |
| Participation rate | 18.5% | 38.8%-20.3pp | 50.9%-32.3pp | 67.2%-48.7pp |
| Annual return | 23.96% | 44.20%-20.2pp | 4239.32%-4215.4pp | 160.62%-136.7pp |
| Employer contribution / active EE | $273 | $669-59.2% | $1,053-74.1% | $2,670-89.8% |
| Participant deferral / active EE | $289 | $1,201-76.0% | $1,924-85.0% | $4,125-93.0% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |