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 | $207,264 | $100,852+105.5% | $90,404+129.3% | $158,922+30.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 26.67% | 1724.20%-1697.5pp | 1293.02%-1266.3pp | 302.83%-276.2pp |
| Employer contribution / active EE | $2,294 | $3,689-37.8% | $3,262-29.7% | $4,761-51.8% |
| Participant deferral / active EE | $9,800 | $4,348+125.4% | $3,963+147.3% | $5,982+63.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |