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 6-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 | $26,056 | $30,400-14.3% | $53,898-51.7% | $84,808-69.3% |
| Participation rate | 16.7% | 46.4%-29.8pp | 55.0%-38.3pp | 68.3%-51.6pp |
| Annual return | 15.47% | 500.19%-484.7pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $140 | $603-76.8% | $932-85.0% | $2,631-94.7% |
| Participant deferral / active EE | $819 | $1,199-31.6% | $1,826-55.1% | $4,212-80.5% |
| Admin fee / account holder | $103 | $1,993-94.8% | $2,491-95.9% | $7,344-98.6% |