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 | $1,808 | $70,606-97.4% | $53,898-96.6% | $142,382-98.7% |
| Participation rate | 59.1% | 63.7%-4.6pp | 55.0%+4.1pp | 80.1%-21.0pp |
| Annual return | 26.69% | 619.81%-593.1pp | 528.60%-501.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $156 | $1,202-87.0% | $932-83.2% | $4,299-96.4% |
| Participant deferral / active EE | $717 | $2,364-69.7% | $1,826-60.7% | $6,507-89.0% |
| Admin fee / account holder | $138 | $2,852-95.2% | $2,491-94.5% | $12,624-98.9% |