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 | $198,245 | $97,044+104.3% | $83,333+137.9% | $135,375+46.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 6.62% | 12.31%-5.7pp | 10.63%-4.0pp | 519.73%-513.1pp |
| Employer contribution / active EE | $1,440 | $4,143-65.2% | $3,379-57.4% | $4,779-69.9% |
| Participant deferral / active EE | $4,900 | $5,964-17.8% | $5,565-11.9% | $5,609-12.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |