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 | $49,355 | $70,606-30.1% | $53,898-8.4% | $142,382-65.3% |
| Participation rate | 22.7% | 63.7%-41.0pp | 55.0%-32.2pp | 80.1%-57.4pp |
| Annual return | 23.24% | 619.81%-596.6pp | 528.60%-505.4pp | 217.08%-193.8pp |
| Employer contribution / active EE | $541 | $1,202-55.0% | $932-41.9% | $4,299-87.4% |
| Participant deferral / active EE | $1,366 | $2,364-42.2% | $1,826-25.2% | $6,507-79.0% |
| Admin fee / account holder | $3 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |