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 4-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 | $31,788 | $30,400+4.6% | $53,898-41.0% | $84,808-62.5% |
| Participation rate | 12.1% | 46.4%-34.3pp | 55.0%-42.8pp | 68.3%-56.2pp |
| Annual return | 23.76% | 500.19%-476.4pp | 528.60%-504.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $243 | $603-59.7% | $932-73.9% | $2,631-90.8% |
| Participant deferral / active EE | $716 | $1,199-40.3% | $1,826-60.8% | $4,212-83.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |