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 | $173,156 | $110,809+56.3% | $86,874+99.3% | $167,490+3.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 16.71% | 116.98%-100.3pp | 63.52%-46.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,938 | $3,244-40.3% | $2,495-22.3% | $4,837-59.9% |
| Participant deferral / active EE | $1,938 | $4,546-57.4% | $3,699-47.6% | $6,341-69.4% |
| Admin fee / account holder | $120 | $8,415-98.6% | $5,828-97.9% | $12,309-99.0% |