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 | $155,814 | $165,335-5.8% | $149,696+4.1% | $158,922-2.0% |
| Participation rate | 45.0% | 84.6%-39.6pp | 82.5%-37.5pp | 82.0%-37.0pp |
| Annual return | 21.73% | 348.15%-326.4pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,132 | $5,103-77.8% | $4,644-75.6% | $4,761-76.2% |
| Participant deferral / active EE | $2,500 | $7,181-65.2% | $6,842-63.5% | $5,982-58.2% |
| Admin fee / account holder | $195 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |