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 | $23,531 | $34,934-32.6% | $56,411-58.3% | $74,495-68.4% |
| Participation rate | 5.5% | 32.8%-27.3pp | 52.5%-47.0pp | 67.2%-61.7pp |
| Annual return | 11.58% | 25.94%-14.4pp | 1701.33%-1689.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $321 | $609-47.3% | $1,039-69.1% | $2,623-87.8% |
| Participant deferral / active EE | $821 | $1,170-29.8% | $1,952-57.9% | $4,346-81.1% |
| Admin fee / account holder | $16 | $2,364-99.3% | $2,829-99.4% | $1,942-99.2% |