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 | $134,862 | $92,222+46.2% | $76,768+75.7% | $135,375-0.4% |
| Participation rate | 65.2% | 79.8%-14.5pp | 77.0%-11.7pp | 82.6%-17.4pp |
| Annual return | -6.66% | 5.46%-12.1pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,122 | $3,216-34.0% | $2,485-14.6% | $4,779-55.6% |
| Participant deferral / active EE | $3,594 | $4,509-20.3% | $3,852-6.7% | $5,609-35.9% |
| Admin fee / account holder | $27 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |