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 9-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 | $40,192 | $37,426+7.4% | $77,482-48.1% | $79,858-49.7% |
| Participation rate | 10.9% | 41.5%-30.6pp | 54.2%-43.2pp | 69.6%-58.7pp |
| Annual return | 26.23% | 39.70%-13.5pp | 54.79%-28.6pp | 31.71%-5.5pp |
| Employer contribution / active EE | $548 | $637-14.0% | $986-44.5% | $2,471-77.8% |
| Participant deferral / active EE | $1,059 | $1,260-15.9% | $1,861-43.1% | $3,740-71.7% |
| Admin fee / account holder | $287 | $2,504-88.5% | $2,858-90.0% | $5,306-94.6% |