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 | $1,667 | $22,587-92.6% | $65,255-97.4% | $75,163-97.8% |
| Participation rate | 62.3% | 63.1%-0.8pp | 65.0%-2.6pp | 67.2%-4.9pp |
| Annual return | 80.53% | 71.03%+9.5pp | 47.35%+33.2pp | 160.62%-80.1pp |
| Employer contribution / active EE | $411 | $941-56.3% | $1,691-75.7% | $2,670-84.6% |
| Participant deferral / active EE | $754 | $1,695-55.5% | $2,831-73.4% | $4,125-81.7% |
| Admin fee / account holder | $226 | $1,876-88.0% | $4,112-94.5% | $5,651-96.0% |