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 4-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 | $41,933 | $70,606-40.6% | $53,898-22.2% | $142,382-70.5% |
| Participation rate | 13.0% | 63.7%-50.7pp | 55.0%-41.9pp | 80.1%-67.1pp |
| Annual return | 28.29% | 619.81%-591.5pp | 528.60%-500.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $528 | $1,202-56.0% | $932-43.3% | $4,299-87.7% |
| Participant deferral / active EE | $1,171 | $2,364-50.5% | $1,826-35.9% | $6,507-82.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |