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 | $40,764 | $30,400+34.1% | $53,898-24.4% | $84,808-51.9% |
| Participation rate | 32.7% | 46.4%-13.8pp | 55.0%-22.3pp | 68.3%-35.7pp |
| Annual return | 19.09% | 500.19%-481.1pp | 528.60%-509.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $122 | $603-79.8% | $932-86.9% | $2,631-95.4% |
| Participant deferral / active EE | $913 | $1,199-23.8% | $1,826-50.0% | $4,212-78.3% |
| Admin fee / account holder | $6 | $1,993-99.7% | $2,491-99.8% | $7,344-99.9% |