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 5-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 | $18,175 | $30,400-40.2% | $53,898-66.3% | $84,808-78.6% |
| Participation rate | 20.0% | 46.4%-26.4pp | 55.0%-35.0pp | 68.3%-48.3pp |
| Annual return | 19.46% | 500.19%-480.7pp | 528.60%-509.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $301 | $603-50.1% | $932-67.7% | $2,631-88.6% |
| Participant deferral / active EE | $470 | $1,199-60.8% | $1,826-74.3% | $4,212-88.8% |
| Admin fee / account holder | $194 | $1,993-90.3% | $2,491-92.2% | $7,344-97.4% |