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 | $229,852 | $74,927+206.8% | $101,794+125.8% | $84,808+171.0% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.2%-49.2pp | 68.3%-48.3pp |
| Annual return | 72.30% | 18.70%+53.6pp | 30.53%+41.8pp | 40.90%+31.4pp |
| Employer contribution / active EE | $758 | $1,522-50.2% | $2,289-66.9% | $2,631-71.2% |
| Participant deferral / active EE | $2,106 | $3,099-32.0% | $4,084-48.4% | $4,212-50.0% |
| Admin fee / account holder | $193 | $6,514-97.0% | $8,777-97.8% | $7,344-97.4% |