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 | $139,347 | $85,790+62.4% | $67,313+107.0% | $135,375+2.9% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -6.96% | -0.54%-6.4pp | -4.08%-2.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,051 | $3,487+44.8% | $2,566+96.9% | $4,779+5.7% |
| Participant deferral / active EE | $6,727 | $4,651+44.6% | $3,568+88.5% | $5,609+19.9% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |