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 5-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 | $29,529 | $30,400-2.9% | $53,898-45.2% | $84,808-65.2% |
| Participation rate | 27.4% | 46.4%-19.0pp | 55.0%-27.6pp | 68.3%-40.9pp |
| Annual return | 19.13% | 500.19%-481.1pp | 528.60%-509.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $217 | $603-64.1% | $932-76.8% | $2,631-91.8% |
| Participant deferral / active EE | $866 | $1,199-27.8% | $1,826-52.6% | $4,212-79.4% |
| Admin fee / account holder | $284 | $1,993-85.8% | $2,491-88.6% | $7,344-96.1% |