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 3-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 | $7,460 | $30,400-75.5% | $53,898-86.2% | $84,808-91.2% |
| Participation rate | 46.1% | 46.4%-0.4pp | 55.0%-8.9pp | 68.3%-22.2pp |
| Annual return | 19.43% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $183 | $603-69.7% | $932-80.4% | $2,631-93.0% |
| Participant deferral / active EE | $919 | $1,199-23.3% | $1,826-49.7% | $4,212-78.2% |
| Admin fee / account holder | $292 | $1,993-85.4% | $2,491-88.3% | $7,344-96.0% |