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 | $230,560 | $99,020+132.8% | $86,590+166.3% | $147,584+56.2% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 19.98% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,669 | $3,132-46.7% | $2,839-41.2% | $4,876-65.8% |
| Participant deferral / active EE | $8,090 | $3,972+103.7% | $3,609+124.2% | $5,439+48.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |