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 4-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 | $6,118 | $70,606-91.3% | $53,898-88.6% | $142,382-95.7% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 17.91% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $481 | $1,202-60.0% | $932-48.3% | $4,299-88.8% |
| Participant deferral / active EE | $481 | $2,364-79.6% | $1,826-73.6% | $6,507-92.6% |
| Admin fee / account holder | $239 | $2,852-91.6% | $2,491-90.4% | $12,624-98.1% |