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 | $90,665 | $95,862-5.4% | $79,550+14.0% | $134,475-32.6% |
| Participation rate | 39.1% | 75.0%-35.9pp | 69.5%-30.4pp | 81.2%-42.1pp |
| Annual return | -17.91% | -2.69%-15.2pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,169 | $3,128-30.6% | $2,413-10.1% | $4,740-54.2% |
| Participant deferral / active EE | $1,351 | $4,693-71.2% | $3,985-66.1% | $6,400-78.9% |
| Admin fee / account holder | $8 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |