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 3-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 | $17,684 | $156,846-88.7% | $121,098-85.4% | $139,434-87.3% |
| Participation rate | 43.5% | 76.4%-32.9pp | 69.5%-26.0pp | 80.3%-36.8pp |
| Annual return | 22.87% | 1474.56%-1451.7pp | 985.75%-962.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $505 | $5,536-90.9% | $4,164-87.9% | $4,751-89.4% |
| Participant deferral / active EE | $836 | $4,844-82.7% | $4,080-79.5% | $6,710-87.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |