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 | $155,192 | $93,024+66.8% | $77,024+101.5% | $134,475+15.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -14.81% | 62.60%-77.4pp | 42.32%-57.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,064 | $3,418-68.9% | $2,812-62.2% | $4,740-77.5% |
| Participant deferral / active EE | $5,431 | $5,238+3.7% | $4,426+22.7% | $6,400-15.1% |
| Admin fee / account holder | $63 | $6,944-99.1% | $5,425-98.8% | $11,426-99.5% |