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 9-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 | $32,489 | $29,660+9.5% | $56,411-42.4% | $80,856-59.8% |
| Participation rate | 6.5% | 41.6%-35.2pp | 52.5%-46.0pp | 67.6%-61.2pp |
| Annual return | 11.87% | 35.23%-23.4pp | 1701.33%-1689.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $242 | $669-63.8% | $1,039-76.7% | $2,755-91.2% |
| Participant deferral / active EE | $606 | $1,226-50.6% | $1,952-68.9% | $4,296-85.9% |
| Admin fee / account holder | $1 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |