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 | $7,032 | $70,606-90.0% | $53,898-87.0% | $142,382-95.1% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 20.78% | 619.81%-599.0pp | 528.60%-507.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $512 | $1,202-57.4% | $932-45.1% | $4,299-88.1% |
| Participant deferral / active EE | $768 | $2,364-67.5% | $1,826-58.0% | $6,507-88.2% |
| Admin fee / account holder | $28 | $2,852-99.0% | $2,491-98.9% | $12,624-99.8% |