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 | $221,893 | $82,286+169.7% | $68,791+222.6% | $134,475+65.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -17.88% | -2.19%-15.7pp | -6.38%-11.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,942 | $3,301-10.9% | $2,655+10.8% | $4,740-37.9% |
| Participant deferral / active EE | $11,186 | $4,739+136.1% | $3,941+183.8% | $6,400+74.8% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |