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 | $3,064 | $70,606-95.7% | $53,898-94.3% | $142,382-97.8% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 24.54% | 619.81%-595.3pp | 528.60%-504.1pp | 217.08%-192.5pp |
| Employer contribution / active EE | $359 | $1,202-70.2% | $932-61.5% | $4,299-91.7% |
| Participant deferral / active EE | $548 | $2,364-76.8% | $1,826-70.0% | $6,507-91.6% |
| Admin fee / account holder | $6 | $2,852-99.8% | $2,491-99.7% | $12,624-100.0% |