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 | $168,049 | $167,484+0.3% | $151,611+10.8% | $134,475+25.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -15.77% | 7.80%-23.6pp | 3.33%-19.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,029 | $6,829-70.3% | $6,166-67.1% | $4,740-57.2% |
| Participant deferral / active EE | $5,851 | $8,986-34.9% | $8,363-30.0% | $6,400-8.6% |
| Admin fee / account holder | $30 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |