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 | $14,651 | $30,400-51.8% | $53,898-72.8% | $84,808-82.7% |
| Participation rate | 57.9% | 46.4%+11.5pp | 55.0%+2.9pp | 68.3%-10.4pp |
| Annual return | 26.41% | 500.19%-473.8pp | 528.60%-502.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $599 | $603-0.6% | $932-35.7% | $2,631-77.2% |
| Participant deferral / active EE | $1,712 | $1,199+42.8% | $1,826-6.3% | $4,212-59.4% |
| Admin fee / account holder | $28 | $1,993-98.6% | $2,491-98.9% | $7,344-99.6% |