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 8-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 | $19,683 | $37,426-47.4% | $77,482-74.6% | $79,858-75.4% |
| Participation rate | 35.2% | 41.5%-6.3pp | 54.2%-19.0pp | 69.6%-34.4pp |
| Annual return | 25.63% | 39.70%-14.1pp | 54.79%-29.2pp | 31.71%-6.1pp |
| Employer contribution / active EE | $655 | $637+2.9% | $986-33.6% | $2,471-73.5% |
| Participant deferral / active EE | $1,730 | $1,260+37.3% | $1,861-7.0% | $3,740-53.7% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |