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 | $147,010 | $96,635+52.1% | $86,612+69.7% | $139,434+5.4% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 14.90% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,444 | $4,836-70.1% | $4,438-67.5% | $6,710-78.5% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |