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 | $8,513 | $27,915-69.5% | $58,482-85.4% | $75,163-88.7% |
| Participation rate | 61.5% | 38.8%+22.7pp | 50.9%+10.7pp | 67.2%-5.7pp |
| Annual return | 24.09% | 44.20%-20.1pp | 4239.32%-4215.2pp | 160.62%-136.5pp |
| Employer contribution / active EE | $914 | $669+36.6% | $1,053-13.3% | $2,670-65.8% |
| Participant deferral / active EE | $1,700 | $1,201+41.5% | $1,924-11.7% | $4,125-58.8% |
| Admin fee / account holder | $33 | $1,726-98.1% | $2,516-98.7% | $5,651-99.4% |