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 | $70,359 | $30,400+131.4% | $53,898+30.5% | $84,808-17.0% |
| Participation rate | 8.9% | 46.4%-37.6pp | 55.0%-46.1pp | 68.3%-59.4pp |
| Annual return | 22.14% | 500.19%-478.0pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $342 | $603-43.2% | $932-63.3% | $2,631-87.0% |
| Participant deferral / active EE | $1,611 | $1,199+34.4% | $1,826-11.8% | $4,212-61.7% |
| Admin fee / account holder | $20 | $1,993-99.0% | $2,491-99.2% | $7,344-99.7% |