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 7-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 | $25,740 | $27,915-7.8% | $58,482-56.0% | $75,163-65.8% |
| Participation rate | 37.9% | 38.8%-0.9pp | 50.9%-12.9pp | 67.2%-29.3pp |
| Annual return | 27.61% | 44.20%-16.6pp | 4239.32%-4211.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $589 | $669-12.0% | $1,053-44.1% | $2,670-77.9% |
| Participant deferral / active EE | $1,521 | $1,201+26.6% | $1,924-20.9% | $4,125-63.1% |
| Admin fee / account holder | $99 | $1,726-94.2% | $2,516-96.0% | $5,651-98.2% |