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 8-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 | $155,216 | $95,862+61.9% | $79,550+95.1% | $134,475+15.4% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | -17.95% | -2.69%-15.3pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,366 | $3,128-56.3% | $2,413-43.4% | $4,740-71.2% |
| Participant deferral / active EE | $4,556 | $4,693-2.9% | $3,985+14.3% | $6,400-28.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |