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 4-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 | $14,317 | $30,400-52.9% | $53,898-73.4% | $84,808-83.1% |
| Participation rate | 45.2% | 46.4%-1.2pp | 55.0%-9.7pp | 68.3%-23.1pp |
| Annual return | 20.24% | 500.19%-479.9pp | 528.60%-508.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $189 | $603-68.7% | $932-79.8% | $2,631-92.8% |
| Participant deferral / active EE | $1,425 | $1,199+18.9% | $1,826-22.0% | $4,212-66.2% |
| Admin fee / account holder | $235 | $1,993-88.2% | $2,491-90.6% | $7,344-96.8% |