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 | $11,778 | $70,606-83.3% | $53,898-78.1% | $142,382-91.7% |
| Participation rate | 30.4% | 63.7%-33.3pp | 55.0%-24.5pp | 80.1%-49.7pp |
| Annual return | 18.48% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $373 | $1,202-68.9% | $932-59.9% | $4,299-91.3% |
| Participant deferral / active EE | $470 | $2,364-80.1% | $1,826-74.3% | $6,507-92.8% |
| Admin fee / account holder | $85 | $2,852-97.0% | $2,491-96.6% | $12,624-99.3% |