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 10-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 | $209,815 | $127,777+64.2% | $106,548+96.9% | $167,490+25.3% |
| Participation rate | 37.5% | 78.3%-40.8pp | 76.1%-38.6pp | 82.1%-44.6pp |
| Annual return | 13.85% | 33.87%-20.0pp | 26.80%-12.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,196 | $3,427-65.1% | $2,819-57.6% | $4,837-75.3% |
| Participant deferral / active EE | $6,500 | $5,087+27.8% | $4,398+47.8% | $6,341+2.5% |
| Admin fee / account holder | $5 | $11,228-100.0% | $7,407-99.9% | $12,309-100.0% |