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 | $205,341 | $108,642+89.0% | $74,701+174.9% | $152,861+34.3% |
| Participation rate | 25.0% | 65.3%-40.3pp | 54.5%-29.5pp | 82.4%-57.4pp |
| Annual return | 16.56% | 114.06%-97.5pp | 752.92%-736.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $314 | $1,503-79.1% | $1,084-71.1% | $4,762-93.4% |
| Participant deferral / active EE | $1,625 | $2,712-40.1% | $1,964-17.2% | $5,850-72.2% |
| Admin fee / account holder | $177 | $4,902-96.4% | $3,333-94.7% | $11,596-98.5% |