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 | $6,422 | $76,738-91.6% | $56,411-88.6% | $145,922-95.6% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 16.23% | 2994.23%-2978.0pp | 1701.33%-1685.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $460 | $1,380-66.7% | $1,039-55.7% | $4,660-90.1% |
| Participant deferral / active EE | $460 | $2,623-82.5% | $1,952-76.4% | $6,688-93.1% |
| Admin fee / account holder | $39 | $3,334-98.8% | $2,829-98.6% | $13,397-99.7% |