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 | $133,620 | $175,202-23.7% | $149,673-10.7% | $139,434-4.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 21.16% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,525 | $5,474-72.1% | $4,818-68.4% | $4,751-67.9% |
| Participant deferral / active EE | $6,395 | $6,519-1.9% | $5,680+12.6% | $6,710-4.7% |
| Admin fee / account holder | $40 | $16,150-99.8% | $13,210-99.7% | $11,403-99.6% |