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 | $215,307 | $93,024+131.5% | $77,024+179.5% | $134,475+60.1% |
| Participation rate | 22.2% | 74.5%-52.3pp | 67.9%-45.7pp | 81.2%-59.0pp |
| Annual return | -14.95% | 62.60%-77.5pp | 42.32%-57.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,118 | $5,238-40.5% | $4,426-29.6% | $6,400-51.3% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |