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 | $193,385 | $101,069+91.3% | $81,478+137.3% | $147,584+31.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 17.55% | 32.40%-14.9pp | 38.78%-21.2pp | 578.55%-561.0pp |
| Employer contribution / active EE | $8,385 | $3,205+161.6% | $2,568+226.6% | $4,876+72.0% |
| Participant deferral / active EE | $12,573 | $4,242+196.4% | $3,537+255.5% | $5,439+131.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |