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 | $186,820 | $104,907+78.1% | $84,611+120.8% | $152,861+22.2% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 29.69% | 373.79%-344.1pp | 258.74%-229.1pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,581 | $3,302-21.8% | $2,652-2.7% | $4,762-45.8% |
| Participant deferral / active EE | $6,508 | $4,688+38.8% | $3,899+66.9% | $5,850+11.3% |
| Admin fee / account holder | $100 | $6,241-98.4% | $4,912-98.0% | $11,596-99.1% |