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 | $31,064 | $30,400+2.2% | $53,898-42.4% | $84,808-63.4% |
| Participation rate | 23.2% | 46.4%-23.2pp | 55.0%-31.7pp | 68.3%-45.1pp |
| Annual return | 19.78% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,969 | $1,199+64.3% | $1,826+7.8% | $4,212-53.2% |
| Admin fee / account holder | $133 | $1,993-93.3% | $2,491-94.6% | $7,344-98.2% |