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 | $186,917 | $167,484+11.6% | $151,611+23.3% | $134,475+39.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -18.76% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,285 | $6,829-22.6% | $6,166-14.3% | $4,740+11.5% |
| Participant deferral / active EE | $8,342 | $8,986-7.2% | $8,363-0.3% | $6,400+30.3% |
| Admin fee / account holder | $175 | $13,783-98.7% | $11,616-98.5% | $11,426-98.5% |