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 | $181,941 | $95,862+89.8% | $79,550+128.7% | $134,475+35.3% |
| Participation rate | 52.6% | 75.0%-22.4pp | 69.5%-16.9pp | 81.2%-28.6pp |
| Annual return | -18.77% | -2.69%-16.1pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,174 | $3,128-30.5% | $2,413-9.9% | $4,740-54.1% |
| Participant deferral / active EE | $4,889 | $4,693+4.2% | $3,985+22.7% | $6,400-23.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |