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 | $36,776 | $30,400+21.0% | $53,898-31.8% | $84,808-56.6% |
| Participation rate | 7.1% | 46.4%-39.3pp | 55.0%-47.8pp | 68.3%-61.2pp |
| Annual return | 21.60% | 500.19%-478.6pp | 528.60%-507.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $176 | $603-70.8% | $932-81.1% | $2,631-93.3% |
| Participant deferral / active EE | $622 | $1,199-48.1% | $1,826-66.0% | $4,212-85.2% |
| Admin fee / account holder | $221 | $1,993-88.9% | $2,491-91.1% | $7,344-97.0% |