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 9-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 | $159,879 | $95,862+66.8% | $79,550+101.0% | $134,475+18.9% |
| Participation rate | 18.2% | 75.0%-56.9pp | 69.5%-51.3pp | 81.2%-63.0pp |
| Annual return | -20.28% | -2.69%-17.6pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $533 | $3,128-82.9% | $2,413-77.9% | $4,740-88.7% |
| Participant deferral / active EE | $2,177 | $4,693-53.6% | $3,985-45.4% | $6,400-66.0% |
| Admin fee / account holder | $30 | $9,126-99.7% | $6,832-99.6% | $11,426-99.7% |