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 | $1,507 | $70,606-97.9% | $53,898-97.2% | $142,382-98.9% |
| Participation rate | 64.7% | 63.7%+1.0pp | 55.0%+9.7pp | 80.1%-15.4pp |
| Annual return | 25.53% | 619.81%-594.3pp | 528.60%-503.1pp | 217.08%-191.5pp |
| Employer contribution / active EE | $137 | $1,202-88.6% | $932-85.3% | $4,299-96.8% |
| Participant deferral / active EE | $550 | $2,364-76.7% | $1,826-69.9% | $6,507-91.5% |
| Admin fee / account holder | $278 | $2,852-90.2% | $2,491-88.8% | $12,624-97.8% |