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 | $154,735 | $84,527+83.1% | $67,711+128.5% | $125,391+23.4% |
| Participation rate | 16.7% | 74.8%-58.1pp | 67.5%-50.9pp | 83.2%-66.5pp |
| Annual return | -0.80% | 2.57%-3.4pp | 25.41%-26.2pp | 282.22%-283.0pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $882 | $4,429-80.1% | $3,585-75.4% | $5,352-83.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |