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 9-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 | $173,698 | $167,307+3.8% | $143,757+20.8% | $134,475+29.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -17.64% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,810 | $5,619-67.8% | $4,951-63.4% | $4,740-61.8% |
| Participant deferral / active EE | $6,363 | $6,446-1.3% | $5,637+12.9% | $6,400-0.6% |
| Admin fee / account holder | $96 | $18,088-99.5% | $14,673-99.3% | $11,426-99.2% |