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 | $172,047 | $105,859+62.5% | $90,160+90.8% | $147,584+16.6% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 12.54% | 37.63%-25.1pp | 34.88%-22.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,200 | $4,126-70.9% | $3,318-63.8% | $4,876-75.4% |
| Participant deferral / active EE | $6,000 | $5,733+4.7% | $5,288+13.5% | $5,439+10.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |