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 10-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 | $25,817 | $30,400-15.1% | $53,898-52.1% | $84,808-69.6% |
| Participation rate | 44.0% | 46.4%-2.4pp | 55.0%-11.0pp | 68.3%-24.3pp |
| Annual return | 31.03% | 500.19%-469.2pp | 528.60%-497.6pp | 40.90%-9.9pp |
| Employer contribution / active EE | $300 | $603-50.2% | $932-67.8% | $2,631-88.6% |
| Participant deferral / active EE | $303 | $1,199-74.7% | $1,826-83.4% | $4,212-92.8% |
| Admin fee / account holder | $233 | $1,993-88.3% | $2,491-90.6% | $7,344-96.8% |