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 | $203,479 | $176,377+15.4% | $134,143+51.7% | $158,922+28.0% |
| Participation rate | 55.6% | 78.7%-23.1pp | 72.2%-16.6pp | 82.0%-26.4pp |
| Annual return | 44.67% | 63.63%-19.0pp | 36.33%+8.3pp | 302.83%-258.2pp |
| Employer contribution / active EE | $2,094 | $5,040-58.5% | $3,704-43.5% | $4,761-56.0% |
| Participant deferral / active EE | $3,703 | $4,091-9.5% | $3,499+5.8% | $5,982-38.1% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |