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 | $9,482 | $70,606-86.6% | $53,898-82.4% | $142,382-93.3% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 22.43% | 619.81%-597.4pp | 528.60%-506.2pp | 217.08%-194.6pp |
| Employer contribution / active EE | $363 | $1,202-69.8% | $932-61.1% | $4,299-91.6% |
| Participant deferral / active EE | $1,824 | $2,364-22.9% | $1,826-0.1% | $6,507-72.0% |
| Admin fee / account holder | $51 | $2,852-98.2% | $2,491-98.0% | $12,624-99.6% |