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 | $5,399 | $30,400-82.2% | $53,898-90.0% | $84,808-93.6% |
| Participation rate | 60.6% | 46.4%+14.1pp | 55.0%+5.6pp | 68.3%-7.7pp |
| Annual return | 15.86% | 500.19%-484.3pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $404 | $603-32.9% | $932-56.6% | $2,631-84.6% |
| Participant deferral / active EE | $720 | $1,199-39.9% | $1,826-60.6% | $4,212-82.9% |
| Admin fee / account holder | $263 | $1,993-86.8% | $2,491-89.5% | $7,344-96.4% |