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 | $7,817 | $76,738-89.8% | $56,411-86.1% | $145,922-94.6% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 13.37% | 2994.23%-2980.9pp | 1701.33%-1688.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $841 | $1,380-39.1% | $1,039-19.1% | $4,660-82.0% |
| Participant deferral / active EE | $1,261 | $2,623-51.9% | $1,952-35.4% | $6,688-81.1% |
| Admin fee / account holder | $17 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |