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 | $167,873 | $65,561+156.1% | $86,188+94.8% | $75,163+123.3% |
| Participation rate | 48.1% | 60.5%-12.3pp | 69.0%-20.8pp | 67.2%-19.0pp |
| Annual return | 20.09% | 46.05%-26.0pp | 1168.45%-1148.4pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,948 | $1,553+25.4% | $2,380-18.2% | $2,670-27.0% |
| Participant deferral / active EE | $4,115 | $3,024+36.1% | $3,985+3.3% | $4,125-0.2% |
| Admin fee / account holder | $118 | $5,474-97.8% | $6,852-98.3% | $5,651-97.9% |