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 3-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 | $2,537 | $74,888-96.6% | $71,209-96.4% | $142,382-98.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 40.17% | 345.14%-305.0pp | 282.51%-242.3pp | 217.08%-176.9pp |
| Employer contribution / active EE | $598 | $2,854-79.0% | $2,721-78.0% | $4,299-86.1% |
| Participant deferral / active EE | $898 | $4,454-79.9% | $4,175-78.5% | $6,507-86.2% |
| Admin fee / account holder | $26 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |