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 | $199,179 | $93,024+114.1% | $77,024+158.6% | $134,475+48.1% |
| Participation rate | 54.5% | 74.5%-19.9pp | 67.9%-13.4pp | 81.2%-26.7pp |
| Annual return | -19.32% | 62.60%-81.9pp | 42.32%-61.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,889 | $3,418-15.5% | $2,812+2.7% | $4,740-39.0% |
| Participant deferral / active EE | $9,254 | $5,238+76.7% | $4,426+109.1% | $6,400+44.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |