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 | $192,574 | $167,307+15.1% | $143,757+34.0% | $134,475+43.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.70% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,731 | $5,619-69.2% | $4,951-65.0% | $4,740-63.5% |
| Participant deferral / active EE | $5,600 | $6,446-13.1% | $5,637-0.7% | $6,400-12.5% |
| Admin fee / account holder | $201 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |