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 8-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 | $222,978 | $167,484+33.1% | $151,611+47.1% | $134,475+65.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -12.19% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,116 | $6,829-69.0% | $6,166-65.7% | $4,740-55.4% |
| Participant deferral / active EE | $6,335 | $8,986-29.5% | $8,363-24.3% | $6,400-1.0% |
| Admin fee / account holder | $2 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |