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 3-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 | $5,281 | $30,400-82.6% | $53,898-90.2% | $84,808-93.8% |
| Participation rate | 14.3% | 46.4%-32.2pp | 55.0%-40.7pp | 68.3%-54.0pp |
| Annual return | 9665.38% | 500.19%+9165.2pp | 528.60%+9136.8pp | 40.90%+9624.5pp |
| Employer contribution / active EE | $301 | $603-50.1% | $932-67.7% | $2,631-88.6% |
| Participant deferral / active EE | $393 | $1,199-67.2% | $1,826-78.5% | $4,212-90.7% |
| Admin fee / account holder | $4 | $1,993-99.8% | $2,491-99.8% | $7,344-99.9% |