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 | $200,637 | $115,770+73.3% | $101,248+98.2% | $158,922+26.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 17.81% | 56.14%-38.3pp | 46.47%-28.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,350 | $4,175-67.7% | $3,660-63.1% | $4,761-71.6% |
| Participant deferral / active EE | $2,880 | $4,957-41.9% | $4,370-34.1% | $5,982-51.9% |
| Admin fee / account holder | -$396 | $7,245-105.5% | $5,945-106.7% | $11,246-103.5% |