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 | $25,142 | $30,400-17.3% | $53,898-53.4% | $84,808-70.4% |
| Participation rate | 16.7% | 46.4%-29.8pp | 55.0%-38.3pp | 68.3%-51.6pp |
| Annual return | 19.66% | 500.19%-480.5pp | 528.60%-508.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $281 | $603-53.4% | $932-69.9% | $2,631-89.3% |
| Participant deferral / active EE | $374 | $1,199-68.8% | $1,826-79.5% | $4,212-91.1% |
| Admin fee / account holder | $295 | $1,993-85.2% | $2,491-88.1% | $7,344-96.0% |