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 | $163,056 | $142,344+14.6% | $119,609+36.3% | $134,475+21.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -17.19% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,640 | $5,222-49.4% | $4,232-37.6% | $4,740-44.3% |
| Participant deferral / active EE | $12,996 | $6,469+100.9% | $5,602+132.0% | $6,400+103.1% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |