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 | $194,401 | $81,625+138.2% | $58,482+232.4% | $139,434+39.4% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 12.88% | 7404.20%-7391.3pp | 4239.32%-4226.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,010 | $1,398-27.8% | $1,053-4.1% | $4,751-78.7% |
| Participant deferral / active EE | $3,257 | $2,557+27.4% | $1,924+69.3% | $6,710-51.5% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |