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 | $54,622 | $30,400+79.7% | $53,898+1.3% | $84,808-35.6% |
| Participation rate | 26.8% | 46.4%-19.7pp | 55.0%-28.2pp | 68.3%-41.5pp |
| Annual return | 26.34% | 500.19%-473.8pp | 528.60%-502.3pp | 40.90%-14.6pp |
| Employer contribution / active EE | $339 | $603-43.7% | $932-63.6% | $2,631-87.1% |
| Participant deferral / active EE | $1,094 | $1,199-8.7% | $1,826-40.1% | $4,212-74.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |