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 | $12,681 | $30,400-58.3% | $53,898-76.5% | $84,808-85.0% |
| Participation rate | 38.7% | 46.4%-7.7pp | 55.0%-16.3pp | 68.3%-29.6pp |
| Annual return | 33.13% | 500.19%-467.1pp | 528.60%-495.5pp | 40.90%-7.8pp |
| Employer contribution / active EE | $425 | $603-29.4% | $932-54.4% | $2,631-83.8% |
| Participant deferral / active EE | $1,932 | $1,199+61.2% | $1,826+5.8% | $4,212-54.1% |
| Admin fee / account holder | $71 | $1,993-96.4% | $2,491-97.1% | $7,344-99.0% |