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 4-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 | $29,725 | $30,400-2.2% | $53,898-44.8% | $84,808-64.9% |
| Participation rate | 17.9% | 46.4%-28.5pp | 55.0%-37.1pp | 68.3%-50.4pp |
| Annual return | 22.13% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $491 | $603-18.6% | $932-47.4% | $2,631-81.4% |
| Participant deferral / active EE | $912 | $1,199-23.9% | $1,826-50.0% | $4,212-78.3% |
| Admin fee / account holder | $214 | $1,993-89.3% | $2,491-91.4% | $7,344-97.1% |