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 | $177,633 | $127,100+39.8% | $105,738+68.0% | $135,375+31.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -2.84% | 4.49%-7.3pp | 6.27%-9.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $10,125 | $4,107+146.5% | $3,268+209.8% | $4,779+111.9% |
| Participant deferral / active EE | $6,000 | $5,064+18.5% | $4,080+47.1% | $5,609+7.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |