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 7-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 | $172,028 | $158,398+8.6% | $126,539+35.9% | $142,382+20.8% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 18.82% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,535 | $4,650+19.0% | $3,674+50.6% | $4,299+28.7% |
| Participant deferral / active EE | $9,133 | $4,767+91.6% | $4,083+123.7% | $6,507+40.3% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |