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 | $207,106 | $179,726+15.2% | $156,263+32.5% | $142,382+45.5% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 15.33% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,808 | $5,069-64.3% | $4,333-58.3% | $4,299-57.9% |
| Participant deferral / active EE | $7,866 | $6,956+13.1% | $6,158+27.7% | $6,507+20.9% |
| Admin fee / account holder | $9 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |