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 | $26,459 | $58,208-54.5% | $81,812-67.7% | $80,856-67.3% |
| Participation rate | 16.3% | 63.4%-47.1pp | 72.3%-56.0pp | 67.6%-51.3pp |
| Annual return | 17.46% | 41.66%-24.2pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,438 | $3,281-56.2% | $4,319-66.7% | $4,296-66.5% |
| Admin fee / account holder | $228 | $4,981-95.4% | $7,386-96.9% | $6,918-96.7% |