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 6-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 | $2,534 | $81,625-96.9% | $58,482-95.7% | $139,434-98.2% |
| Participation rate | 64.3% | 61.3%+3.0pp | 50.9%+13.4pp | 80.3%-16.0pp |
| Annual return | 8.17% | 7404.20%-7396.0pp | 4239.32%-4231.2pp | 372.94%-364.8pp |
| Employer contribution / active EE | $355 | $1,398-74.6% | $1,053-66.3% | $4,751-92.5% |
| Participant deferral / active EE | $563 | $2,557-78.0% | $1,924-70.7% | $6,710-91.6% |
| Admin fee / account holder | $32 | $3,265-99.0% | $2,516-98.7% | $11,403-99.7% |