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 | $155,186 | $100,852+53.9% | $90,404+71.7% | $158,922-2.4% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 18.83% | 1724.20%-1705.4pp | 1293.02%-1274.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $230 | $3,689-93.8% | $3,262-92.9% | $4,761-95.2% |
| Participant deferral / active EE | $2,013 | $4,348-53.7% | $3,963-49.2% | $5,982-66.4% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |