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 | $197,514 | $93,024+112.3% | $77,024+156.4% | $134,475+46.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -17.24% | 62.60%-79.8pp | 42.32%-59.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,780 | $3,418-47.9% | $2,812-36.7% | $4,740-62.4% |
| Participant deferral / active EE | $8,004 | $5,238+52.8% | $4,426+80.8% | $6,400+25.1% |
| Admin fee / account holder | $4 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |