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 6-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 | $190,155 | $209,411-9.2% | $178,490+6.5% | $158,922+19.7% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 26.34% | 188.75%-162.4pp | 151.07%-124.7pp | 302.83%-276.5pp |
| Employer contribution / active EE | $1,363 | $5,706-76.1% | $5,011-72.8% | $4,761-71.4% |
| Participant deferral / active EE | $6,389 | $5,954+7.3% | $5,202+22.8% | $5,982+6.8% |
| Admin fee / account holder | $78 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |