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 | $13,635 | $37,426-63.6% | $77,482-82.4% | $79,858-82.9% |
| Participation rate | 12.9% | 41.5%-28.6pp | 54.2%-41.3pp | 69.6%-56.7pp |
| Annual return | 33.53% | 39.70%-6.2pp | 54.79%-21.3pp | 31.71%+1.8pp |
| Employer contribution / active EE | $288 | $637-54.8% | $986-70.8% | $2,471-88.4% |
| Participant deferral / active EE | $750 | $1,260-40.5% | $1,861-59.7% | $3,740-79.9% |
| Admin fee / account holder | $175 | $2,504-93.0% | $2,858-93.9% | $5,306-96.7% |