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 10-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 | $26,730 | $30,400-12.1% | $53,898-50.4% | $84,808-68.5% |
| Participation rate | 20.8% | 46.4%-25.6pp | 55.0%-34.1pp | 68.3%-47.5pp |
| Annual return | 14.80% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $366 | $603-39.3% | $932-60.8% | $2,631-86.1% |
| Participant deferral / active EE | $956 | $1,199-20.2% | $1,826-47.6% | $4,212-77.3% |
| Admin fee / account holder | $80 | $1,993-96.0% | $2,491-96.8% | $7,344-98.9% |