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 5-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 | $13,329 | $30,400-56.2% | $53,898-75.3% | $84,808-84.3% |
| Participation rate | 8.0% | 46.4%-38.4pp | 55.0%-47.0pp | 68.3%-60.3pp |
| Annual return | 22.20% | 500.19%-478.0pp | 528.60%-506.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $277 | $1,199-76.9% | $1,826-84.8% | $4,212-93.4% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |