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 | $173,288 | $107,791+60.8% | $90,645+91.2% | $135,375+28.0% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -8.62% | -0.90%-7.7pp | 1.88%-10.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,413 | $3,018-53.2% | $2,532-44.2% | $4,779-70.4% |
| Participant deferral / active EE | $1,596 | $3,872-58.8% | $3,425-53.4% | $5,609-71.5% |
| Admin fee / account holder | $229 | $5,930-96.1% | $4,994-95.4% | $10,827-97.9% |