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 3-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 | $7,502 | $30,400-75.3% | $53,898-86.1% | $84,808-91.2% |
| Participation rate | 43.1% | 46.4%-3.3pp | 55.0%-11.8pp | 68.3%-25.2pp |
| Annual return | 31.31% | 500.19%-468.9pp | 528.60%-497.3pp | 40.90%-9.6pp |
| Employer contribution / active EE | $740 | $603+22.8% | $932-20.6% | $2,631-71.9% |
| Participant deferral / active EE | $1,113 | $1,199-7.2% | $1,826-39.1% | $4,212-73.6% |
| Admin fee / account holder | $167 | $1,993-91.6% | $2,491-93.3% | $7,344-97.7% |