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 7-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 | $40,653 | $30,400+33.7% | $53,898-24.6% | $84,808-52.1% |
| Participation rate | 7.1% | 46.4%-39.3pp | 55.0%-47.8pp | 68.3%-61.2pp |
| Annual return | 19.25% | 500.19%-480.9pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $148 | $603-75.5% | $932-84.1% | $2,631-94.4% |
| Participant deferral / active EE | $1,046 | $1,199-12.8% | $1,826-42.7% | $4,212-75.2% |
| Admin fee / account holder | $104 | $1,993-94.8% | $2,491-95.8% | $7,344-98.6% |