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 | $214,228 | $167,307+28.0% | $143,757+49.0% | $134,475+59.3% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -11.09% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $3,086 | $5,619-45.1% | $4,951-37.7% | $4,740-34.9% |
| Participant deferral / active EE | $3,086 | $6,446-52.1% | $5,637-45.3% | $6,400-51.8% |
| Admin fee / account holder | $60 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |