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 | $18,407 | $27,915-34.1% | $58,482-68.5% | $75,163-75.5% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 26.40% | 44.20%-17.8pp | 4239.32%-4212.9pp | 160.62%-134.2pp |
| Employer contribution / active EE | $445 | $669-33.5% | $1,053-57.8% | $2,670-83.3% |
| Participant deferral / active EE | $744 | $1,201-38.1% | $1,924-61.3% | $4,125-82.0% |
| Admin fee / account holder | $2 | $1,726-99.9% | $2,516-99.9% | $5,651-100.0% |