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 | $185,085 | $99,877+85.3% | $84,966+117.8% | $145,922+26.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 15.86% | 83.76%-67.9pp | 66.38%-50.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $866 | $3,231-73.2% | $2,727-68.3% | $4,660-81.4% |
| Participant deferral / active EE | $3,775 | $5,291-28.7% | $4,519-16.5% | $6,688-43.6% |
| Admin fee / account holder | $37 | $7,248-99.5% | $6,149-99.4% | $13,397-99.7% |