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 3-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 | $3,087 | $30,400-89.8% | $53,898-94.3% | $84,808-96.4% |
| Participation rate | 55.7% | 46.4%+9.3pp | 55.0%+0.8pp | 68.3%-12.6pp |
| Annual return | 261.85% | 500.19%-238.3pp | 528.60%-266.8pp | 40.90%+221.0pp |
| Employer contribution / active EE | $613 | $603+1.6% | $932-34.3% | $2,631-76.7% |
| Participant deferral / active EE | $659 | $1,199-45.0% | $1,826-63.9% | $4,212-84.3% |
| Admin fee / account holder | $37 | $1,993-98.2% | $2,491-98.5% | $7,344-99.5% |