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 9-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 | $217,294 | $176,662+23.0% | $130,648+66.3% | $152,861+42.2% |
| Participation rate | 26.1% | 79.0%-52.9pp | 71.7%-45.7pp | 82.4%-56.4pp |
| Annual return | 30.98% | 2692.24%-2661.3pp | 1708.96%-1678.0pp | 345.32%-314.3pp |
| Employer contribution / active EE | $736 | $5,742-87.2% | $4,092-82.0% | $4,762-84.6% |
| Participant deferral / active EE | $2,035 | $4,361-53.3% | $3,603-43.5% | $5,850-65.2% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |