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 8-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 | $24,830 | $30,400-18.3% | $53,898-53.9% | $84,808-70.7% |
| Participation rate | 34.1% | 46.4%-12.3pp | 55.0%-20.8pp | 68.3%-34.2pp |
| Annual return | 20.99% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $625 | $603+3.6% | $932-33.0% | $2,631-76.3% |
| Participant deferral / active EE | $2,027 | $1,199+69.1% | $1,826+11.0% | $4,212-51.9% |
| Admin fee / account holder | $142 | $1,993-92.9% | $2,491-94.3% | $7,344-98.1% |