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 9-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 | $54,671 | $70,606-22.6% | $53,898+1.4% | $142,382-61.6% |
| Participation rate | 18.8% | 63.7%-45.0pp | 55.0%-36.2pp | 80.1%-61.4pp |
| Annual return | 25.35% | 619.81%-594.5pp | 528.60%-503.3pp | 217.08%-191.7pp |
| Employer contribution / active EE | $418 | $1,202-65.2% | $932-55.1% | $4,299-90.3% |
| Participant deferral / active EE | $2,473 | $2,364+4.6% | $1,826+35.4% | $6,507-62.0% |
| Admin fee / account holder | $238 | $2,852-91.7% | $2,491-90.5% | $12,624-98.1% |