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 | $122,548 | $129,942-5.7% | $104,294+17.5% | $134,475-8.9% |
| Participation rate | 40.0% | 79.5%-39.5pp | 73.3%-33.3pp | 81.2%-41.2pp |
| Annual return | -12.55% | 42.03%-54.6pp | 24.61%-37.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,308 | $4,184-68.7% | $3,372-61.2% | $4,740-72.4% |
| Participant deferral / active EE | $9,500 | $5,588+70.0% | $4,625+105.4% | $6,400+48.4% |
| Admin fee / account holder | -$210 | $9,323-102.2% | $7,339-102.9% | $11,426-101.8% |