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 | $7,918 | $29,660-73.3% | $56,411-86.0% | $80,856-90.2% |
| Participation rate | 13.0% | 41.6%-28.7pp | 52.5%-39.5pp | 67.6%-54.7pp |
| Annual return | 174.45% | 35.23%+139.2pp | 1701.33%-1526.9pp | 35.59%+138.9pp |
| Employer contribution / active EE | $374 | $669-44.2% | $1,039-64.0% | $2,755-86.4% |
| Participant deferral / active EE | $483 | $1,226-60.6% | $1,952-75.3% | $4,296-88.8% |
| Admin fee / account holder | $56 | $2,428-97.7% | $2,829-98.0% | $6,918-99.2% |