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 | $248,179 | $95,193+160.7% | $76,523+224.3% | $135,375+83.3% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -5.15% | 4.85%-10.0pp | -0.27%-4.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,493 | $3,302-24.5% | $2,647-5.8% | $4,779-47.8% |
| Participant deferral / active EE | $3,117 | $4,639-32.8% | $3,835-18.7% | $5,609-44.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |