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 | $201,512 | $159,901+26.0% | $146,958+37.1% | $145,922+38.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 54.47% | 98.13%-43.7pp | 418.34%-363.9pp | 561.29%-506.8pp |
| Employer contribution / active EE | $1,624 | $5,286-69.3% | $4,933-67.1% | $4,660-65.2% |
| Participant deferral / active EE | $14,335 | $8,428+70.1% | $8,070+77.6% | $6,688+114.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |