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 | $44,799 | $30,400+47.4% | $53,898-16.9% | $84,808-47.2% |
| Participation rate | 16.2% | 46.4%-30.2pp | 55.0%-38.7pp | 68.3%-52.1pp |
| Annual return | 28.57% | 500.19%-471.6pp | 528.60%-500.0pp | 40.90%-12.3pp |
| Employer contribution / active EE | $576 | $603-4.4% | $932-38.2% | $2,631-78.1% |
| Participant deferral / active EE | $860 | $1,199-28.2% | $1,826-52.9% | $4,212-79.6% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |