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 | $12,711 | $27,915-54.5% | $58,482-78.3% | $75,163-83.1% |
| Participation rate | 28.8% | 38.8%-10.0pp | 50.9%-22.0pp | 67.2%-38.3pp |
| Annual return | 40.21% | 44.20%-4.0pp | 4239.32%-4199.1pp | 160.62%-120.4pp |
| Employer contribution / active EE | $822 | $669+22.9% | $1,053-21.9% | $2,670-69.2% |
| Participant deferral / active EE | $1,559 | $1,201+29.7% | $1,924-19.0% | $4,125-62.2% |
| Admin fee / account holder | $186 | $1,726-89.2% | $2,516-92.6% | $5,651-96.7% |