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 | $11,793 | $30,400-61.2% | $53,898-78.1% | $84,808-86.1% |
| Participation rate | 32.0% | 46.4%-14.4pp | 55.0%-23.0pp | 68.3%-36.3pp |
| Annual return | 24.05% | 500.19%-476.1pp | 528.60%-504.6pp | 40.90%-16.8pp |
| Employer contribution / active EE | $380 | $603-36.9% | $932-59.2% | $2,631-85.5% |
| Participant deferral / active EE | $468 | $1,199-61.0% | $1,826-74.4% | $4,212-88.9% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |