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 6-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 | $108,665 | $104,974+3.5% | $95,585+13.7% | $142,382-23.7% |
| Participation rate | 55.6% | 75.0%-19.4pp | 72.1%-16.5pp | 80.1%-24.6pp |
| Annual return | 42.90% | 210.33%-167.4pp | 38.56%+4.3pp | 217.08%-174.2pp |
| Employer contribution / active EE | $849 | $2,779-69.4% | $2,527-66.4% | $4,299-80.3% |
| Participant deferral / active EE | $3,701 | $4,352-14.9% | $4,023-8.0% | $6,507-43.1% |
| Admin fee / account holder | $15 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |