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 | $161,999 | $82,286+96.9% | $68,791+135.5% | $134,475+20.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.0%-44.0pp | 81.2%-56.2pp |
| Annual return | -8.78% | -2.19%-6.6pp | -6.38%-2.4pp | 417.96%-426.7pp |
| Employer contribution / active EE | $1,750 | $3,301-47.0% | $2,655-34.1% | $4,740-63.1% |
| Participant deferral / active EE | $1,750 | $4,739-63.1% | $3,941-55.6% | $6,400-72.7% |
| Admin fee / account holder | $60 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |