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 | $180,841 | $142,344+27.0% | $119,609+51.2% | $134,475+34.5% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -11.09% | -12.44%+1.4pp | -14.97%+3.9pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,859 | $5,222-64.4% | $4,232-56.1% | $4,740-60.8% |
| Participant deferral / active EE | $12,963 | $6,469+100.4% | $5,602+131.4% | $6,400+102.6% |
| Admin fee / account holder | $30 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |