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 5-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 | $55,884 | $30,400+83.8% | $53,898+3.7% | $84,808-34.1% |
| Participation rate | 17.8% | 46.4%-28.7pp | 55.0%-37.2pp | 68.3%-50.5pp |
| Annual return | 17.23% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $304 | $603-49.6% | $932-67.4% | $2,631-88.4% |
| Participant deferral / active EE | $1,668 | $1,199+39.1% | $1,826-8.7% | $4,212-60.4% |
| Admin fee / account holder | $7 | $1,993-99.7% | $2,491-99.7% | $7,344-99.9% |