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 | $12,034 | $30,400-60.4% | $53,898-77.7% | $84,808-85.8% |
| Participation rate | 59.3% | 46.4%+12.8pp | 55.0%+4.3pp | 68.3%-9.1pp |
| Annual return | 27.99% | 500.19%-472.2pp | 528.60%-500.6pp | 40.90%-12.9pp |
| Employer contribution / active EE | $533 | $603-11.6% | $932-42.8% | $2,631-79.7% |
| Participant deferral / active EE | $1,757 | $1,199+46.6% | $1,826-3.8% | $4,212-58.3% |
| Admin fee / account holder | $273 | $1,993-86.3% | $2,491-89.0% | $7,344-96.3% |