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 | $239,817 | $133,958+79.0% | $112,228+113.7% | $134,475+78.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.95% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $865 | $4,038-78.6% | $3,635-76.2% | $4,740-81.8% |
| Participant deferral / active EE | $13,667 | $5,291+158.3% | $4,728+189.1% | $6,400+113.6% |
| Admin fee / account holder | $298 | $7,489-96.0% | $6,410-95.4% | $11,426-97.4% |