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 | $111,017 | $91,911+20.8% | $68,793+61.4% | $135,375-18.0% |
| Participation rate | 16.7% | 76.7%-60.1pp | 72.2%-55.6pp | 82.6%-66.0pp |
| Annual return | -9.66% | -8.22%-1.4pp | -4.63%-5.0pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,057 | $3,924-73.1% | $2,625-59.7% | $4,779-77.9% |
| Participant deferral / active EE | $3,083 | $4,315-28.5% | $3,311-6.9% | $5,609-45.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |