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 | $22,036 | $70,606-68.8% | $53,898-59.1% | $142,382-84.5% |
| Participation rate | 11.1% | 63.7%-52.6pp | 55.0%-43.8pp | 80.1%-69.0pp |
| Annual return | 25.51% | 619.81%-594.3pp | 528.60%-503.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $283 | $1,202-76.5% | $932-69.7% | $4,299-93.4% |
| Participant deferral / active EE | $565 | $2,364-76.1% | $1,826-69.0% | $6,507-91.3% |
| Admin fee / account holder | $175 | $2,852-93.9% | $2,491-93.0% | $12,624-98.6% |