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 | $161,920 | $89,753+80.4% | $107,525+50.6% | $84,808+90.9% |
| Participation rate | 36.4% | 68.1%-31.7pp | 75.1%-38.7pp | 68.3%-31.9pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,679 | $3,113-46.1% | $3,754-55.3% | $2,631-36.2% |
| Participant deferral / active EE | $3,584 | $4,056-11.6% | $5,116-29.9% | $4,212-14.9% |
| Admin fee / account holder | $9 | $7,222-99.9% | $8,919-99.9% | $7,344-99.9% |