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 | $16,644 | $27,915-40.4% | $58,482-71.5% | $75,163-77.9% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 15.52% | 44.20%-28.7pp | 4239.32%-4223.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $385 | $669-42.5% | $1,053-63.5% | $2,670-85.6% |
| Participant deferral / active EE | $1,839 | $1,201+53.1% | $1,924-4.4% | $4,125-55.4% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |