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 | $29,264 | $30,400-3.7% | $53,898-45.7% | $84,808-65.5% |
| Participation rate | 39.5% | 46.4%-7.0pp | 55.0%-15.5pp | 68.3%-28.8pp |
| Annual return | 21.99% | 500.19%-478.2pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,039 | $603+72.4% | $932+11.5% | $2,631-60.5% |
| Participant deferral / active EE | $2,142 | $1,199+78.7% | $1,826+17.3% | $4,212-49.1% |
| Admin fee / account holder | $2 | $1,993-99.9% | $2,491-99.9% | $7,344-100.0% |