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 | $19,081 | $70,606-73.0% | $53,898-64.6% | $142,382-86.6% |
| Participation rate | 27.8% | 63.7%-35.9pp | 55.0%-27.2pp | 80.1%-52.3pp |
| Annual return | 25.50% | 619.81%-594.3pp | 528.60%-503.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $776 | $1,202-35.5% | $932-16.8% | $4,299-82.0% |
| Participant deferral / active EE | $1,129 | $2,364-52.2% | $1,826-38.2% | $6,507-82.7% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |