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 7-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 | $27,391 | $30,400-9.9% | $53,898-49.2% | $84,808-67.7% |
| Participation rate | 26.0% | 46.4%-20.4pp | 55.0%-29.0pp | 68.3%-42.3pp |
| Annual return | 14.78% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $289 | $603-52.1% | $932-69.0% | $2,631-89.0% |
| Participant deferral / active EE | $2,213 | $1,199+84.6% | $1,826+21.1% | $4,212-47.5% |
| Admin fee / account holder | $8 | $1,993-99.6% | $2,491-99.7% | $7,344-99.9% |