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 | $131,996 | $82,286+60.4% | $68,791+91.9% | $134,475-1.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -11.00% | -2.19%-8.8pp | -6.38%-4.6pp | 417.96%-429.0pp |
| Employer contribution / active EE | $867 | $3,301-73.7% | $2,655-67.4% | $4,740-81.7% |
| Participant deferral / active EE | $3,467 | $4,739-26.8% | $3,941-12.0% | $6,400-45.8% |
| Admin fee / account holder | $283 | $6,481-95.6% | $4,932-94.3% | $11,426-97.5% |