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 7-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 | $196,283 | $52,681+272.6% | $75,781+159.0% | $59,632+229.2% |
| Participation rate | 10.7% | 67.2%-56.5pp | 75.8%-65.1pp | 68.7%-58.0pp |
| Annual return | -1.77% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $537 | $2,193-75.5% | $3,323-83.8% | $2,203-75.6% |
| Participant deferral / active EE | $1,545 | $2,591-40.4% | $3,651-57.7% | $3,192-51.6% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |