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 | $56,406 | $30,400+85.5% | $53,898+4.7% | $84,808-33.5% |
| Participation rate | 35.7% | 46.4%-10.7pp | 55.0%-19.2pp | 68.3%-32.6pp |
| Annual return | 17.76% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $547 | $603-9.3% | $932-41.3% | $2,631-79.2% |
| Participant deferral / active EE | $2,078 | $1,199+73.4% | $1,826+13.8% | $4,212-50.7% |
| Admin fee / account holder | $11 | $1,993-99.4% | $2,491-99.5% | $7,344-99.8% |