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 7-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 | $40,917 | $30,400+34.6% | $53,898-24.1% | $84,808-51.8% |
| Participation rate | 16.7% | 46.4%-29.8pp | 55.0%-38.3pp | 68.3%-51.6pp |
| Annual return | 18.29% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $453 | $603-24.9% | $932-51.5% | $2,631-82.8% |
| Participant deferral / active EE | $574 | $1,199-52.1% | $1,826-68.6% | $4,212-86.4% |
| Admin fee / account holder | $190 | $1,993-90.5% | $2,491-92.4% | $7,344-97.4% |