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 4-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 | $44,892 | $30,400+47.7% | $53,898-16.7% | $84,808-47.1% |
| Participation rate | 25.7% | 46.4%-20.7pp | 55.0%-29.2pp | 68.3%-42.6pp |
| Annual return | 120.00% | 500.19%-380.2pp | 528.60%-408.6pp | 40.90%+79.1pp |
| Employer contribution / active EE | $446 | $603-26.0% | $932-52.1% | $2,631-83.0% |
| Participant deferral / active EE | $1,448 | $1,199+20.8% | $1,826-20.7% | $4,212-65.6% |
| Admin fee / account holder | $23 | $1,993-98.8% | $2,491-99.1% | $7,344-99.7% |