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 7-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 | $2,081 | $81,625-97.5% | $58,482-96.4% | $139,434-98.5% |
| Participation rate | 30.8% | 61.3%-30.6pp | 50.9%-20.1pp | 80.3%-49.5pp |
| Annual return | 19.49% | 7404.20%-7384.7pp | 4239.32%-4219.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $169 | $1,398-87.9% | $1,053-83.9% | $4,751-96.4% |
| Participant deferral / active EE | $224 | $2,557-91.3% | $1,924-88.4% | $6,710-96.7% |
| Admin fee / account holder | $7 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |