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 | $34,921 | $30,400+14.9% | $53,898-35.2% | $84,808-58.8% |
| Participation rate | 7.1% | 46.4%-39.3pp | 55.0%-47.8pp | 68.3%-61.2pp |
| Annual return | 19.78% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $93 | $603-84.6% | $932-90.0% | $2,631-96.5% |
| Participant deferral / active EE | $571 | $1,199-52.4% | $1,826-68.7% | $4,212-86.4% |
| Admin fee / account holder | $178 | $1,993-91.1% | $2,491-92.9% | $7,344-97.6% |