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 | $140,020 | $105,630+32.6% | $87,507+60.0% | $273,961-48.9% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 5.67% | 12.25%-6.6pp | 12.21%-6.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,435 | $3,141-54.3% | $2,550-43.7% | $4,869-70.5% |
| Participant deferral / active EE | $12,036 | $3,601+234.2% | $3,149+282.2% | $5,287+127.6% |
| Admin fee / account holder | -$182 | $4,781-103.8% | $4,221-104.3% | $10,132-101.8% |