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 | $28,809 | $76,738-62.5% | $56,411-48.9% | $145,922-80.3% |
| Participation rate | 18.2% | 63.2%-45.0pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 14.19% | 2994.23%-2980.0pp | 1701.33%-1687.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $395 | $1,380-71.4% | $1,039-62.0% | $4,660-91.5% |
| Participant deferral / active EE | $1,634 | $2,623-37.7% | $1,952-16.3% | $6,688-75.6% |
| Admin fee / account holder | $84 | $3,334-97.5% | $2,829-97.0% | $13,397-99.4% |