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 | $25,599 | $30,400-15.8% | $53,898-52.5% | $84,808-69.8% |
| Participation rate | 7.7% | 46.4%-38.8pp | 55.0%-47.3pp | 68.3%-60.6pp |
| Annual return | 20.51% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $214 | $603-64.5% | $932-77.0% | $2,631-91.9% |
| Participant deferral / active EE | $367 | $1,199-69.4% | $1,826-79.9% | $4,212-91.3% |
| Admin fee / account holder | $55 | $1,993-97.3% | $2,491-97.8% | $7,344-99.3% |