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 | $199,875 | $117,841+69.6% | $102,423+95.1% | $145,922+37.0% |
| Participation rate | 26.3% | 78.6%-52.3pp | 76.5%-50.2pp | 80.3%-54.0pp |
| Annual return | 11.57% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,285 | $3,615-64.5% | $3,023-57.5% | $4,660-72.4% |
| Participant deferral / active EE | $1,837 | $5,731-67.9% | $5,053-63.6% | $6,688-72.5% |
| Admin fee / account holder | $73 | $13,326-99.5% | $9,451-99.2% | $13,397-99.5% |