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 10-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 | $42,884 | $30,400+41.1% | $53,898-20.4% | $84,808-49.4% |
| Participation rate | 31.3% | 46.4%-15.2pp | 55.0%-23.7pp | 68.3%-37.1pp |
| Annual return | 25.35% | 500.19%-474.8pp | 528.60%-503.3pp | 40.90%-15.5pp |
| Employer contribution / active EE | $508 | $603-15.7% | $932-45.5% | $2,631-80.7% |
| Participant deferral / active EE | $1,274 | $1,199+6.3% | $1,826-30.3% | $4,212-69.8% |
| Admin fee / account holder | $41 | $1,993-97.9% | $2,491-98.3% | $7,344-99.4% |