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 | $222,584 | $167,307+33.0% | $143,757+54.8% | $134,475+65.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -13.58% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,360 | $5,619-75.8% | $4,951-72.5% | $4,740-71.3% |
| Participant deferral / active EE | $4,167 | $6,446-35.4% | $5,637-26.1% | $6,400-34.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |