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 3-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 | $109,389 | $111,724-2.1% | $93,606+16.9% | $145,922-25.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 30.79% | 202.98%-172.2pp | 133.20%-102.4pp | 561.29%-530.5pp |
| Employer contribution / active EE | $1,330 | $3,090-57.0% | $2,420-45.1% | $4,660-71.5% |
| Participant deferral / active EE | $18,218 | $4,912+270.9% | $4,411+313.0% | $6,688+172.4% |
| Admin fee / account holder | $67 | $10,250-99.3% | $8,285-99.2% | $13,397-99.5% |