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 | $12,240 | $29,660-58.7% | $56,411-78.3% | $80,856-84.9% |
| Participation rate | 11.5% | 41.6%-30.1pp | 52.5%-40.9pp | 67.6%-56.1pp |
| Annual return | 32.65% | 35.23%-2.6pp | 1701.33%-1668.7pp | 35.59%-2.9pp |
| Employer contribution / active EE | $280 | $669-58.2% | $1,039-73.1% | $2,755-89.8% |
| Participant deferral / active EE | $771 | $1,226-37.1% | $1,952-60.5% | $4,296-82.0% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |