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 | $53,330 | $30,400+75.4% | $53,898-1.1% | $84,808-37.1% |
| Participation rate | 36.1% | 46.4%-10.3pp | 55.0%-18.8pp | 68.3%-32.2pp |
| Annual return | 16.76% | 500.19%-483.4pp | 528.60%-511.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $828 | $603+37.4% | $932-11.2% | $2,631-68.5% |
| Participant deferral / active EE | $2,482 | $1,199+107.0% | $1,826+35.9% | $4,212-41.1% |
| Admin fee / account holder | $193 | $1,993-90.3% | $2,491-92.2% | $7,344-97.4% |