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 | $206,534 | $93,024+122.0% | $77,024+168.1% | $134,475+53.6% |
| Participation rate | 59.1% | 74.5%-15.4pp | 67.9%-8.8pp | 81.2%-22.1pp |
| Annual return | -13.34% | 62.60%-75.9pp | 42.32%-55.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,242 | $3,418-63.7% | $2,812-55.8% | $4,740-73.8% |
| Participant deferral / active EE | $2,692 | $5,238-48.6% | $4,426-39.2% | $6,400-57.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |