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 6-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 | $50,459 | $30,400+66.0% | $53,898-6.4% | $84,808-40.5% |
| Participation rate | 21.5% | 46.4%-24.9pp | 55.0%-33.4pp | 68.3%-46.8pp |
| Annual return | 19.52% | 500.19%-480.7pp | 528.60%-509.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $469 | $603-22.2% | $932-49.7% | $2,631-82.2% |
| Participant deferral / active EE | $1,467 | $1,199+22.4% | $1,826-19.7% | $4,212-65.2% |
| Admin fee / account holder | $14 | $1,993-99.3% | $2,491-99.4% | $7,344-99.8% |