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 3-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 | $184,399 | $177,572+3.8% | $154,803+19.1% | $142,382+29.5% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 19.88% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,571 | $4,810-67.3% | $4,305-63.5% | $4,299-63.4% |
| Participant deferral / active EE | $5,464 | $6,272-12.9% | $5,540-1.4% | $6,507-16.0% |
| Admin fee / account holder | $112 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |