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 8-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 | $186,589 | $110,261+69.2% | $95,745+94.9% | $139,434+33.8% |
| Participation rate | 18.2% | 75.8%-57.6pp | 72.3%-54.1pp | 80.3%-62.1pp |
| Annual return | 21.62% | 27.11%-5.5pp | 28.35%-6.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $465 | $3,257-85.7% | $2,835-83.6% | $4,751-90.2% |
| Participant deferral / active EE | $1,541 | $4,676-67.0% | $4,245-63.7% | $6,710-77.0% |
| Admin fee / account holder | $60 | $6,613-99.1% | $5,678-98.9% | $11,403-99.5% |