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 | $14,758 | $30,400-51.5% | $53,898-72.6% | $84,808-82.6% |
| Participation rate | 37.5% | 46.4%-8.9pp | 55.0%-17.5pp | 68.3%-30.8pp |
| Annual return | 35.37% | 500.19%-464.8pp | 528.60%-493.2pp | 40.90%-5.5pp |
| Employer contribution / active EE | $164 | $603-72.8% | $932-82.4% | $2,631-93.8% |
| Participant deferral / active EE | $280 | $1,199-76.6% | $1,826-84.7% | $4,212-93.3% |
| Admin fee / account holder | $114 | $1,993-94.3% | $2,491-95.4% | $7,344-98.5% |