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 6-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 | $140,817 | $93,024+51.4% | $77,024+82.8% | $134,475+4.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -18.51% | 62.60%-81.1pp | 42.32%-60.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $958 | $3,418-72.0% | $2,812-65.9% | $4,740-79.8% |
| Participant deferral / active EE | $8,000 | $5,238+52.7% | $4,426+80.7% | $6,400+25.0% |
| Admin fee / account holder | $255 | $6,944-96.3% | $5,425-95.3% | $11,426-97.8% |