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 | $176,114 | $78,694+123.8% | $67,652+160.3% | $125,391+40.5% |
| Participation rate | 69.2% | 78.8%-9.6pp | 75.7%-6.4pp | 83.2%-14.0pp |
| Annual return | -0.90% | 9.46%-10.4pp | 6625.04%-6625.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $495 | $3,044-83.7% | $2,266-78.1% | $4,866-89.8% |
| Participant deferral / active EE | $4,169 | $4,292-2.9% | $3,560+17.1% | $5,352-22.1% |
| Admin fee / account holder | $56 | $7,403-99.2% | $4,821-98.8% | $9,540-99.4% |