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 | $13,306 | $30,400-56.2% | $53,898-75.3% | $84,808-84.3% |
| Participation rate | 22.5% | 46.4%-23.9pp | 55.0%-32.5pp | 68.3%-45.8pp |
| Annual return | 19.33% | 500.19%-480.9pp | 528.60%-509.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $528 | $603-12.4% | $932-43.3% | $2,631-79.9% |
| Participant deferral / active EE | $676 | $1,199-43.6% | $1,826-63.0% | $4,212-84.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |