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 | $154,768 | $76,738+101.7% | $56,411+174.4% | $145,922+6.1% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 23.15% | 2994.23%-2971.1pp | 1701.33%-1678.2pp | 561.29%-538.1pp |
| Employer contribution / active EE | $921 | $1,380-33.3% | $1,039-11.4% | $4,660-80.2% |
| Participant deferral / active EE | $4,271 | $2,623+62.9% | $1,952+118.8% | $6,688-36.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |