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 | $143,841 | $95,862+50.0% | $79,550+80.8% | $134,475+7.0% |
| Participation rate | 20.0% | 75.0%-55.0pp | 69.5%-49.5pp | 81.2%-61.2pp |
| Annual return | -19.34% | -2.69%-16.7pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $600 | $3,128-80.8% | $2,413-75.1% | $4,740-87.3% |
| Participant deferral / active EE | $5,200 | $4,693+10.8% | $3,985+30.5% | $6,400-18.7% |
| Admin fee / account holder | $120 | $9,126-98.7% | $6,832-98.2% | $11,426-98.9% |