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 | $209,305 | $159,602+31.1% | $150,045+39.5% | $142,382+47.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 25.75% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $2,539 | $4,961-48.8% | $4,693-45.9% | $4,299-41.0% |
| Participant deferral / active EE | $7,229 | $8,310-13.0% | $7,997-9.6% | $6,507+11.1% |
| Admin fee / account holder | $195 | $14,846-98.7% | $13,435-98.5% | $12,624-98.5% |