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 | $150,128 | $85,790+75.0% | $67,313+123.0% | $135,375+10.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -9.40% | -0.54%-8.9pp | -4.08%-5.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,962 | $3,487-43.7% | $2,566-23.5% | $4,779-58.9% |
| Participant deferral / active EE | $4,515 | $4,651-2.9% | $3,568+26.5% | $5,609-19.5% |
| Admin fee / account holder | $31 | $6,392-99.5% | $4,507-99.3% | $10,827-99.7% |