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 | $17,695 | $27,915-36.6% | $58,482-69.7% | $75,163-76.5% |
| Participation rate | 15.9% | 38.8%-22.9pp | 50.9%-34.9pp | 67.2%-51.3pp |
| Annual return | 20.15% | 44.20%-24.0pp | 4239.32%-4219.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $297 | $669-55.6% | $1,053-71.8% | $2,670-88.9% |
| Participant deferral / active EE | $664 | $1,201-44.8% | $1,924-65.5% | $4,125-83.9% |
| Admin fee / account holder | $299 | $1,726-82.7% | $2,516-88.1% | $5,651-94.7% |