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 6-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 | $14,528 | $30,400-52.2% | $53,898-73.0% | $84,808-82.9% |
| Participation rate | 10.4% | 46.4%-36.0pp | 55.0%-44.5pp | 68.3%-57.9pp |
| Annual return | 55.78% | 500.19%-444.4pp | 528.60%-472.8pp | 40.90%+14.9pp |
| Employer contribution / active EE | $83 | $603-86.2% | $932-91.1% | $2,631-96.8% |
| Participant deferral / active EE | $1,094 | $1,199-8.7% | $1,826-40.1% | $4,212-74.0% |
| Admin fee / account holder | -$359 | $1,993-118.0% | $2,491-114.4% | $7,344-104.9% |