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 | $228,256 | $140,578+62.4% | $100,671+126.7% | $125,391+82.0% |
| Participation rate | 28.6% | 80.4%-51.8pp | 70.7%-42.1pp | 83.2%-54.6pp |
| Annual return | -2.67% | 24.67%-27.3pp | 20.43%-23.1pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,487 | $5,965-75.1% | $4,012-62.9% | $4,866-69.4% |
| Participant deferral / active EE | $4,577 | $3,981+15.0% | $3,144+45.6% | $5,352-14.5% |
| Admin fee / account holder | $25 | $6,716-99.6% | $4,850-99.5% | $9,540-99.7% |