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 | $178,330 | $50,958+250.0% | $74,550+139.2% | $64,186+177.8% |
| Participation rate | 19.2% | 61.1%-41.8pp | 69.1%-49.9pp | 69.6%-50.3pp |
| Annual return | -7.09% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $793 | $1,115-28.9% | $1,961-59.6% | $2,381-66.7% |
| Participant deferral / active EE | $2,305 | $2,301+0.1% | $3,108-25.8% | $3,470-33.6% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |