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 5-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 | $16,199 | $30,400-46.7% | $53,898-69.9% | $84,808-80.9% |
| Participation rate | 48.0% | 46.4%+1.6pp | 55.0%-7.0pp | 68.3%-20.3pp |
| Annual return | 18.39% | 500.19%-481.8pp | 528.60%-510.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $794 | $603+31.8% | $932-14.8% | $2,631-69.8% |
| Participant deferral / active EE | $795 | $1,199-33.7% | $1,826-56.5% | $4,212-81.1% |
| Admin fee / account holder | $102 | $1,993-94.9% | $2,491-95.9% | $7,344-98.6% |