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 | $186,724 | $45,863+307.1% | $77,024+142.4% | $68,494+172.6% |
| Participation rate | 13.3% | 55.9%-42.6pp | 67.9%-54.6pp | 67.9%-54.6pp |
| Annual return | -5.13% | 1.72%-6.9pp | 42.32%-47.4pp | -7.84%+2.7pp |
| Employer contribution / active EE | $480 | $1,650-70.9% | $2,812-82.9% | $2,596-81.5% |
| Participant deferral / active EE | $1,718 | $2,962-42.0% | $4,426-61.2% | $4,027-57.3% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |