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 | $3,793 | $30,400-87.5% | $53,898-93.0% | $84,808-95.5% |
| Participation rate | 60.4% | 46.4%+14.0pp | 55.0%+5.5pp | 68.3%-7.9pp |
| Annual return | 41.16% | 500.19%-459.0pp | 528.60%-487.4pp | 40.90%+0.3pp |
| Employer contribution / active EE | $479 | $603-20.5% | $932-48.6% | $2,631-81.8% |
| Participant deferral / active EE | $1,029 | $1,199-14.1% | $1,826-43.6% | $4,212-75.6% |
| Admin fee / account holder | $33 | $1,993-98.4% | $2,491-98.7% | $7,344-99.6% |