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 | $26,078 | $30,400-14.2% | $53,898-51.6% | $84,808-69.3% |
| Participation rate | 10.0% | 46.4%-36.4pp | 55.0%-45.0pp | 68.3%-58.3pp |
| Annual return | 29.97% | 500.19%-470.2pp | 528.60%-498.6pp | 40.90%-10.9pp |
| Employer contribution / active EE | $177 | $603-70.6% | $932-81.0% | $2,631-93.3% |
| Participant deferral / active EE | $755 | $1,199-37.0% | $1,826-58.6% | $4,212-82.1% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |