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 | $4,633 | $70,606-93.4% | $53,898-91.4% | $142,382-96.7% |
| Participation rate | 52.6% | 63.7%-11.1pp | 55.0%-2.3pp | 80.1%-27.5pp |
| Annual return | 17.90% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $246 | $1,202-79.5% | $932-73.6% | $4,299-94.3% |
| Participant deferral / active EE | $254 | $2,364-89.3% | $1,826-86.1% | $6,507-96.1% |
| Admin fee / account holder | $42 | $2,852-98.5% | $2,491-98.3% | $12,624-99.7% |