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 | $4,286 | $76,738-94.4% | $56,411-92.4% | $145,922-97.1% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 17.29% | 2994.23%-2976.9pp | 1701.33%-1684.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $369 | $1,380-73.3% | $1,039-64.5% | $4,660-92.1% |
| Participant deferral / active EE | $474 | $2,623-81.9% | $1,952-75.7% | $6,688-92.9% |
| Admin fee / account holder | $14 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |