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 6-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 | $53,755 | $70,606-23.9% | $53,898-0.3% | $142,382-62.2% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 15.04% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $836 | $1,202-30.5% | $932-10.3% | $4,299-80.6% |
| Participant deferral / active EE | $1,298 | $2,364-45.1% | $1,826-28.9% | $6,507-80.1% |
| Admin fee / account holder | $63 | $2,852-97.8% | $2,491-97.5% | $12,624-99.5% |