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 | $1,846 | $70,606-97.4% | $53,898-96.6% | $142,382-98.7% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.41% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $114 | $1,202-90.5% | $932-87.7% | $4,299-97.3% |
| Participant deferral / active EE | $476 | $2,364-79.8% | $1,826-73.9% | $6,507-92.7% |
| Admin fee / account holder | $240 | $2,852-91.6% | $2,491-90.4% | $12,624-98.1% |