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 7-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 | $182,820 | $133,958+36.5% | $112,228+62.9% | $134,475+36.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -18.06% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,301 | $4,038-43.0% | $3,635-36.7% | $4,740-51.4% |
| Participant deferral / active EE | $4,956 | $5,291-6.3% | $4,728+4.8% | $6,400-22.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |