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 | $124,169 | $65,365+90.0% | $92,893+33.7% | $72,985+70.1% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 25.94% | 42.10%-16.2pp | 109.41%-83.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,187 | $2,594-54.2% | $3,653-67.5% | $2,440-51.4% |
| Participant deferral / active EE | $2,918 | $3,128-6.7% | $4,236-31.1% | $3,607-19.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |