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 | $27,934 | $30,400-8.1% | $53,898-48.2% | $84,808-67.1% |
| Participation rate | 64.9% | 46.4%+18.4pp | 55.0%+9.9pp | 68.3%-3.4pp |
| Annual return | 26.49% | 500.19%-473.7pp | 528.60%-502.1pp | 40.90%-14.4pp |
| Employer contribution / active EE | $3,274 | $603+443.2% | $932+251.3% | $2,631+24.4% |
| Participant deferral / active EE | $2,742 | $1,199+128.8% | $1,826+50.1% | $4,212-34.9% |
| Admin fee / account holder | $159 | $1,993-92.0% | $2,491-93.6% | $7,344-97.8% |