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 | $120,444 | $211,958-43.2% | $169,463-28.9% | $135,375-11.0% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -7.07% | 3.26%-10.3pp | 1.83%-8.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $960 | $5,120-81.2% | $4,159-76.9% | $4,779-79.9% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.2% | $5,609+118.4% |
| Admin fee / account holder | $5 | $11,471-100.0% | $9,109-99.9% | $10,827-100.0% |