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 | $186,582 | $95,862+94.6% | $79,550+134.5% | $134,475+38.7% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | -14.44% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,979 | $3,128-36.7% | $2,413-18.0% | $4,740-58.2% |
| Participant deferral / active EE | $7,036 | $4,693+49.9% | $3,985+76.6% | $6,400+9.9% |
| Admin fee / account holder | $13 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |