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 | $207,636 | $105,860+96.1% | $90,749+128.8% | $134,475+54.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -18.16% | -11.01%-7.2pp | -12.16%-6.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,363 | $3,462-2.9% | $2,921+15.2% | $4,740-29.0% |
| Participant deferral / active EE | $7,571 | $5,216+45.2% | $4,564+65.9% | $6,400+18.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |