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 | $39,217 | $30,400+29.0% | $53,898-27.2% | $84,808-53.8% |
| Participation rate | 23.5% | 46.4%-22.9pp | 55.0%-31.4pp | 68.3%-44.8pp |
| Annual return | 28.33% | 500.19%-471.9pp | 528.60%-500.3pp | 40.90%-12.6pp |
| Employer contribution / active EE | $344 | $603-43.0% | $932-63.1% | $2,631-86.9% |
| Participant deferral / active EE | $1,530 | $1,199+27.7% | $1,826-16.2% | $4,212-63.7% |
| Admin fee / account holder | $199 | $1,993-90.0% | $2,491-92.0% | $7,344-97.3% |