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 | $5,969 | $70,606-91.5% | $53,898-88.9% | $142,382-95.8% |
| Participation rate | 41.7% | 63.7%-22.0pp | 55.0%-13.3pp | 80.1%-38.5pp |
| Annual return | 26.41% | 619.81%-593.4pp | 528.60%-502.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $454 | $1,202-62.2% | $932-51.3% | $4,299-89.4% |
| Participant deferral / active EE | $1,103 | $2,364-53.3% | $1,826-39.6% | $6,507-83.1% |
| Admin fee / account holder | $30 | $2,852-98.9% | $2,491-98.8% | $12,624-99.8% |