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 | $125,920 | $30,732+309.7% | $59,496+111.6% | $59,632+111.2% |
| Participation rate | 11.6% | 43.2%-31.6pp | 54.6%-42.9pp | 68.7%-57.0pp |
| Annual return | -2.52% | 4.47%-7.0pp | 182.05%-184.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $654 | $631+3.7% | $1,153-43.3% | $2,203-70.3% |
| Participant deferral / active EE | $967 | $1,183-18.2% | $1,829-47.1% | $3,192-69.7% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |