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 | $214,403 | $97,757+119.3% | $83,848+155.7% | $135,375+58.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -7.73% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,109 | $4,222-73.7% | $3,631-69.4% | $4,779-76.8% |
| Participant deferral / active EE | $6,051 | $4,682+29.2% | $4,082+48.3% | $5,609+7.9% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |