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 | $214,230 | $100,754+112.6% | $86,677+147.2% | $134,475+59.3% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -13.32% | 29.04%-42.4pp | 35.91%-49.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,326 | $3,489-33.3% | $2,836-18.0% | $4,740-50.9% |
| Participant deferral / active EE | $5,055 | $5,338-5.3% | $4,656+8.6% | $6,400-21.0% |
| Admin fee / account holder | $269 | $10,926-97.5% | $7,493-96.4% | $11,426-97.6% |