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 | $114,340 | $78,926+44.9% | $136,749-16.4% | $84,808+34.8% |
| Participation rate | 47.6% | 62.2%-14.6pp | 72.1%-24.5pp | 68.3%-20.7pp |
| Annual return | 24.97% | 18.17%+6.8pp | 24.33%+0.6pp | 40.90%-15.9pp |
| Employer contribution / active EE | $1,581 | $2,134-25.9% | $3,400-53.5% | $2,631-39.9% |
| Participant deferral / active EE | $2,080 | $3,168-34.4% | $4,692-55.7% | $4,212-50.6% |
| Admin fee / account holder | $0 | $6,369-100.0% | $11,386-100.0% | $7,344-100.0% |