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 | $158,085 | $142,344+11.1% | $119,609+32.2% | $134,475+17.6% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -18.64% | -12.44%-6.2pp | -14.97%-3.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,778 | $5,222-8.5% | $4,232+12.9% | $4,740+0.8% |
| Participant deferral / active EE | $11,235 | $6,469+73.7% | $5,602+100.5% | $6,400+75.5% |
| Admin fee / account holder | $84 | $13,584-99.4% | $10,323-99.2% | $11,426-99.3% |