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 | $137,714 | $106,890+28.8% | $84,015+63.9% | $152,861-9.9% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 15.96% | 104.99%-89.0pp | 71.31%-55.3pp | 345.32%-329.4pp |
| Employer contribution / active EE | $733 | $2,734-73.2% | $1,983-63.0% | $4,762-84.6% |
| Participant deferral / active EE | $2,915 | $4,011-27.3% | $3,239-10.0% | $5,850-50.2% |
| Admin fee / account holder | $93 | $8,285-98.9% | $6,101-98.5% | $11,596-99.2% |