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 | $22,856 | $70,606-67.6% | $53,898-57.6% | $142,382-83.9% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 19.05% | 619.81%-600.8pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $676 | $1,202-43.8% | $932-27.5% | $4,299-84.3% |
| Participant deferral / active EE | $891 | $2,364-62.3% | $1,826-51.2% | $6,507-86.3% |
| Admin fee / account holder | $210 | $2,852-92.6% | $2,491-91.6% | $12,624-98.3% |