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 | $10,446 | $30,400-65.6% | $53,898-80.6% | $84,808-87.7% |
| Participation rate | 28.0% | 46.4%-18.4pp | 55.0%-27.0pp | 68.3%-40.3pp |
| Annual return | 22.30% | 500.19%-477.9pp | 528.60%-506.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $441 | $603-26.8% | $932-52.7% | $2,631-83.2% |
| Participant deferral / active EE | $659 | $1,199-45.0% | $1,826-63.9% | $4,212-84.4% |
| Admin fee / account holder | $74 | $1,993-96.3% | $2,491-97.0% | $7,344-99.0% |