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 | $39,678 | $48,795-18.7% | $65,493-39.4% | $84,808-53.2% |
| Participation rate | 38.5% | 67.0%-28.5pp | 73.1%-34.6pp | 68.3%-29.8pp |
| Annual return | 18.57% | 20.20%-1.6pp | 982.45%-963.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $978 | $1,930-49.3% | $2,574-62.0% | $2,631-62.8% |
| Participant deferral / active EE | $1,907 | $2,928-34.9% | $3,961-51.9% | $4,212-54.7% |
| Admin fee / account holder | $183 | $3,877-95.3% | $5,028-96.4% | $7,344-97.5% |