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 | $140,944 | $95,862+47.0% | $79,550+77.2% | $134,475+4.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -13.31% | -2.69%-10.6pp | 0.16%-13.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,330 | $3,128-57.5% | $2,413-44.9% | $4,740-71.9% |
| Participant deferral / active EE | $7,903 | $4,693+68.4% | $3,985+98.3% | $6,400+23.5% |
| Admin fee / account holder | $10 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |