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 | $145,250 | $198,466-26.8% | $170,442-14.8% | $147,584-1.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 12.07% | 257.29%-245.2pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,552 | $6,184-74.9% | $5,433-71.4% | $4,876-68.2% |
| Participant deferral / active EE | $9,405 | $5,629+67.1% | $4,939+90.4% | $5,439+72.9% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,880-99.8% | $10,885-99.8% |