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 10-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 | $39,484 | $30,400+29.9% | $53,898-26.7% | $84,808-53.4% |
| Participation rate | 26.7% | 46.4%-19.7pp | 55.0%-28.2pp | 68.3%-41.6pp |
| Annual return | 17.02% | 500.19%-483.2pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $486 | $603-19.4% | $932-47.9% | $2,631-81.5% |
| Participant deferral / active EE | $737 | $1,199-38.5% | $1,826-59.7% | $4,212-82.5% |
| Admin fee / account holder | $117 | $1,993-94.1% | $2,491-95.3% | $7,344-98.4% |