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 | $115,614 | $106,543+8.5% | $91,220+26.7% | $134,475-14.0% |
| Participation rate | 53.8% | 76.8%-23.0pp | 73.2%-19.4pp | 81.2%-27.4pp |
| Annual return | -8.99% | 160.60%-169.6pp | 114.01%-123.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $1,144 | $3,331-65.6% | $2,850-59.8% | $4,740-75.9% |
| Participant deferral / active EE | $4,974 | $4,719+5.4% | $4,234+17.5% | $6,400-22.3% |
| Admin fee / account holder | $24 | $6,231-99.6% | $5,420-99.6% | $11,426-99.8% |