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 | $8,881 | $70,606-87.4% | $53,898-83.5% | $142,382-93.8% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 18.28% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,137 | $2,364-51.9% | $1,826-37.7% | $6,507-82.5% |
| Admin fee / account holder | $33 | $2,852-98.8% | $2,491-98.7% | $12,624-99.7% |