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 | $176,829 | $133,958+32.0% | $112,228+57.6% | $134,475+31.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -15.24% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,067 | $4,038-73.6% | $3,635-70.7% | $4,740-77.5% |
| Participant deferral / active EE | $6,760 | $5,291+27.8% | $4,728+43.0% | $6,400+5.6% |
| Admin fee / account holder | $208 | $7,489-97.2% | $6,410-96.8% | $11,426-98.2% |