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 8-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 | $209,009 | $129,942+60.8% | $104,294+100.4% | $134,475+55.4% |
| Participation rate | 47.1% | 79.5%-32.5pp | 73.3%-26.2pp | 81.2%-34.2pp |
| Annual return | -17.15% | 42.03%-59.2pp | 24.61%-41.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $855 | $4,184-79.6% | $3,372-74.6% | $4,740-82.0% |
| Participant deferral / active EE | $8,124 | $5,588+45.4% | $4,625+75.6% | $6,400+26.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |