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 | $111,792 | $87,540+27.7% | $75,781+47.5% | $125,391-10.8% |
| Participation rate | 41.7% | 80.2%-38.5pp | 75.8%-34.2pp | 83.2%-41.5pp |
| Annual return | -0.22% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,551 | $3,930-60.5% | $3,323-53.3% | $4,866-68.1% |
| Participant deferral / active EE | $3,747 | $4,229-11.4% | $3,651+2.6% | $5,352-30.0% |
| Admin fee / account holder | $273 | $6,502-95.8% | $5,299-94.8% | $9,540-97.1% |