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 | $155,046 | $114,381+35.6% | $107,525+44.2% | $142,382+8.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 16.02% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,351 | $4,015-16.5% | $3,754-10.7% | $4,299-22.1% |
| Participant deferral / active EE | $3,351 | $5,564-39.8% | $5,116-34.5% | $6,507-48.5% |
| Admin fee / account holder | $147 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |