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 | $9,534 | $30,400-68.6% | $53,898-82.3% | $84,808-88.8% |
| Participation rate | 60.0% | 46.4%+13.6pp | 55.0%+5.0pp | 68.3%-8.3pp |
| Annual return | 25.79% | 500.19%-474.4pp | 528.60%-502.8pp | 40.90%-15.1pp |
| Employer contribution / active EE | $282 | $603-53.2% | $932-69.8% | $2,631-89.3% |
| Participant deferral / active EE | $1,702 | $1,199+42.0% | $1,826-6.8% | $4,212-59.6% |
| Admin fee / account holder | $18 | $1,993-99.1% | $2,491-99.3% | $7,344-99.8% |