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 | $88,182 | $95,862-8.0% | $79,550+10.9% | $134,475-34.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -12.34% | -2.69%-9.7pp | 0.16%-12.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,160 | $3,128+1.0% | $2,413+31.0% | $4,740-33.3% |
| Participant deferral / active EE | $10,250 | $4,693+118.4% | $3,985+157.2% | $6,400+60.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |