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 | $196,372 | $96,635+103.2% | $86,612+126.7% | $139,434+40.8% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 24.28% | 106.41%-82.1pp | 591.07%-566.8pp | 372.94%-348.7pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,000 | $4,836+148.1% | $4,438+170.4% | $6,710+78.8% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |