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 | $119,995 | $82,664+45.2% | $125,339-4.3% | $68,494+75.2% |
| Participation rate | 63.3% | 75.0%-11.7pp | 82.4%-19.0pp | 67.9%-4.6pp |
| Annual return | -12.58% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,007 | $3,381-40.6% | $4,814-58.3% | $2,596-22.7% |
| Participant deferral / active EE | $4,144 | $6,110-32.2% | $7,446-44.3% | $4,027+2.9% |
| Admin fee / account holder | $12 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |