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 | $30,363 | $83,902-63.8% | $167,512-81.9% | $84,808-64.2% |
| Participation rate | 29.8% | 66.5%-36.7pp | 77.1%-47.3pp | 68.3%-38.5pp |
| Annual return | 17.38% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $468 | $2,264-79.3% | $3,882-87.9% | $2,631-82.2% |
| Participant deferral / active EE | $1,871 | $4,442-57.9% | $6,405-70.8% | $4,212-55.6% |
| Admin fee / account holder | $266 | $7,915-96.6% | $9,769-97.3% | $7,344-96.4% |