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 | $7,285 | $96,305-92.4% | $80,569-91.0% | $139,434-94.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 55.96% | 1350.08%-1294.1pp | 935.43%-879.5pp | 372.94%-317.0pp |
| Employer contribution / active EE | $1,337 | $3,262-59.0% | $2,723-50.9% | $4,751-71.9% |
| Participant deferral / active EE | $1,337 | $5,232-74.4% | $4,447-69.9% | $6,710-80.1% |
| Admin fee / account holder | $6 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |