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 | $35,682 | $30,400+17.4% | $53,898-33.8% | $84,808-57.9% |
| Participation rate | 9.1% | 46.4%-37.4pp | 55.0%-45.9pp | 68.3%-59.2pp |
| Annual return | 23.06% | 500.19%-477.1pp | 528.60%-505.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $382 | $603-36.6% | $932-59.0% | $2,631-85.5% |
| Participant deferral / active EE | $447 | $1,199-62.7% | $1,826-75.5% | $4,212-89.4% |
| Admin fee / account holder | $2 | $1,993-99.9% | $2,491-99.9% | $7,344-100.0% |