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 | $112,156 | $93,024+20.6% | $77,024+45.6% | $134,475-16.6% |
| Participation rate | 53.3% | 74.5%-21.1pp | 67.9%-14.6pp | 81.2%-27.9pp |
| Annual return | -11.27% | 62.60%-73.9pp | 42.32%-53.6pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,810 | $3,418-47.0% | $2,812-35.6% | $4,740-61.8% |
| Participant deferral / active EE | $4,493 | $5,238-14.2% | $4,426+1.5% | $6,400-29.8% |
| Admin fee / account holder | $172 | $6,944-97.5% | $5,425-96.8% | $11,426-98.5% |