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 | $18,131 | $30,400-40.4% | $53,898-66.4% | $84,808-78.6% |
| Participation rate | 8.8% | 46.4%-37.6pp | 55.0%-46.1pp | 68.3%-59.5pp |
| Annual return | 22.11% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $162 | $603-73.1% | $932-82.6% | $2,631-93.8% |
| Participant deferral / active EE | $506 | $1,199-57.8% | $1,826-72.3% | $4,212-88.0% |
| Admin fee / account holder | $97 | $1,993-95.1% | $2,491-96.1% | $7,344-98.7% |