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 | $38,276 | $29,660+29.1% | $56,411-32.1% | $80,856-52.7% |
| Participation rate | 2.6% | 41.6%-39.1pp | 52.5%-49.9pp | 67.6%-65.1pp |
| Annual return | 20.35% | 35.23%-14.9pp | 1701.33%-1681.0pp | 35.59%-15.2pp |
| Employer contribution / active EE | $141 | $669-79.0% | $1,039-86.5% | $2,755-94.9% |
| Participant deferral / active EE | $572 | $1,226-53.3% | $1,952-70.7% | $4,296-86.7% |
| Admin fee / account holder | $186 | $2,428-92.3% | $2,829-93.4% | $6,918-97.3% |