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 | $36,066 | $30,400+18.6% | $53,898-33.1% | $84,808-57.5% |
| Participation rate | 34.5% | 46.4%-11.9pp | 55.0%-20.4pp | 68.3%-33.8pp |
| Annual return | 18.93% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $336 | $603-44.3% | $932-64.0% | $2,631-87.2% |
| Participant deferral / active EE | $1,370 | $1,199+14.3% | $1,826-25.0% | $4,212-67.5% |
| Admin fee / account holder | $299 | $1,993-85.0% | $2,491-88.0% | $7,344-95.9% |