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 4-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 | $104,219 | $29,660+251.4% | $56,411+84.7% | $80,856+28.9% |
| Participation rate | 11.1% | 41.6%-30.5pp | 52.5%-41.4pp | 67.6%-56.5pp |
| Annual return | 14.03% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,006 | $669+50.3% | $1,039-3.1% | $2,755-63.5% |
| Participant deferral / active EE | $2,458 | $1,226+100.5% | $1,952+26.0% | $4,296-42.8% |
| Admin fee / account holder | $20 | $2,428-99.2% | $2,829-99.3% | $6,918-99.7% |