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 8-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 | $62,190 | $70,606-11.9% | $53,898+15.4% | $142,382-56.3% |
| Participation rate | 30.0% | 63.7%-33.7pp | 55.0%-25.0pp | 80.1%-50.1pp |
| Annual return | 9.48% | 619.81%-610.3pp | 528.60%-519.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $657 | $1,202-45.3% | $932-29.5% | $4,299-84.7% |
| Participant deferral / active EE | $1,691 | $2,364-28.5% | $1,826-7.4% | $6,507-74.0% |
| Admin fee / account holder | $296 | $2,852-89.6% | $2,491-88.1% | $12,624-97.7% |