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 | $166,721 | $35,183+373.9% | $73,545+126.7% | $70,131+137.7% |
| Participation rate | 21.9% | 42.9%-21.1pp | 54.9%-33.1pp | 69.5%-47.7pp |
| Annual return | 15.39% | 26.90%-11.5pp | -15.16%+30.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $575 | $709-18.9% | $1,219-52.8% | $2,342-75.5% |
| Participant deferral / active EE | $1,985 | $1,220+62.7% | $1,806+9.9% | $3,332-40.4% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |