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 | $142,957 | $107,791+32.6% | $90,645+57.7% | $135,375+5.6% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -7.59% | -0.90%-6.7pp | 1.88%-9.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,144 | $3,872+84.5% | $3,425+108.6% | $5,609+27.4% |
| Admin fee / account holder | $245 | $5,930-95.9% | $4,994-95.1% | $10,827-97.7% |