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 | $245,917 | $159,901+53.8% | $146,958+67.3% | $145,922+68.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.13% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,161 | $5,286-78.0% | $4,933-76.5% | $4,660-75.1% |
| Participant deferral / active EE | $22,409 | $8,428+165.9% | $8,070+177.7% | $6,688+235.1% |
| Admin fee / account holder | $193 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |