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 8-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 | $10,224 | $70,606-85.5% | $53,898-81.0% | $142,382-92.8% |
| Participation rate | 28.6% | 63.7%-35.1pp | 55.0%-26.4pp | 80.1%-51.5pp |
| Annual return | 19.96% | 619.81%-599.9pp | 528.60%-508.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $387 | $1,202-67.8% | $932-58.5% | $4,299-91.0% |
| Participant deferral / active EE | $667 | $2,364-71.8% | $1,826-63.5% | $6,507-89.8% |
| Admin fee / account holder | $160 | $2,852-94.4% | $2,491-93.6% | $12,624-98.7% |