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 5-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 | $17,616 | $30,400-42.1% | $53,898-67.3% | $84,808-79.2% |
| Participation rate | 34.4% | 46.4%-12.1pp | 55.0%-20.6pp | 68.3%-33.9pp |
| Annual return | 22.03% | 500.19%-478.2pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $555 | $603-7.9% | $932-40.5% | $2,631-78.9% |
| Participant deferral / active EE | $1,093 | $1,199-8.8% | $1,826-40.1% | $4,212-74.0% |
| Admin fee / account holder | $193 | $1,993-90.3% | $2,491-92.2% | $7,344-97.4% |