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 | $33,140 | $30,400+9.0% | $53,898-38.5% | $84,808-60.9% |
| Participation rate | 33.3% | 46.4%-13.1pp | 55.0%-21.6pp | 68.3%-35.0pp |
| Annual return | 18.58% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $578 | $603-4.1% | $932-38.0% | $2,631-78.0% |
| Participant deferral / active EE | $1,498 | $1,199+25.0% | $1,826-18.0% | $4,212-64.4% |
| Admin fee / account holder | $78 | $1,993-96.1% | $2,491-96.9% | $7,344-98.9% |