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 5-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 | $1,368 | $76,738-98.2% | $56,411-97.6% | $145,922-99.1% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.9pp | 80.3%-21.9pp |
| Annual return | 40.49% | 2994.23%-2953.7pp | 1701.33%-1660.8pp | 561.29%-520.8pp |
| Employer contribution / active EE | $148 | $1,380-89.3% | $1,039-85.7% | $4,660-96.8% |
| Participant deferral / active EE | $662 | $2,623-74.7% | $1,952-66.1% | $6,688-90.1% |
| Admin fee / account holder | $174 | $3,334-94.8% | $2,829-93.9% | $13,397-98.7% |