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 | $29,082 | $30,400-4.3% | $53,898-46.0% | $84,808-65.7% |
| Participation rate | 33.3% | 46.4%-13.1pp | 55.0%-21.6pp | 68.3%-35.0pp |
| Annual return | 30.15% | 500.19%-470.0pp | 528.60%-498.4pp | 40.90%-10.7pp |
| Employer contribution / active EE | $495 | $603-17.9% | $932-46.9% | $2,631-81.2% |
| Participant deferral / active EE | $1,932 | $1,199+61.2% | $1,826+5.8% | $4,212-54.1% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |