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 | $1,443 | $76,738-98.1% | $56,411-97.4% | $145,922-99.0% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 18.83% | 2994.23%-2975.4pp | 1701.33%-1682.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $215 | $1,380-84.4% | $1,039-79.3% | $4,660-95.4% |
| Participant deferral / active EE | $861 | $2,623-67.2% | $1,952-55.9% | $6,688-87.1% |
| Admin fee / account holder | $131 | $3,334-96.1% | $2,829-95.4% | $13,397-99.0% |