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 6-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 | $30,013 | $30,400-1.3% | $53,898-44.3% | $84,808-64.6% |
| Participation rate | 32.1% | 46.4%-14.3pp | 55.0%-22.8pp | 68.3%-36.2pp |
| Annual return | 24.24% | 500.19%-475.9pp | 528.60%-504.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $619 | $603+2.8% | $932-33.5% | $2,631-76.5% |
| Participant deferral / active EE | $3,144 | $1,199+162.3% | $1,826+72.2% | $4,212-25.3% |
| Admin fee / account holder | $15 | $1,993-99.2% | $2,491-99.4% | $7,344-99.8% |