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 | $177,326 | $211,958-16.3% | $169,463+4.6% | $135,375+31.0% |
| Participation rate | 45.0% | 82.6%-37.6pp | 77.8%-32.8pp | 82.6%-37.6pp |
| Annual return | -7.60% | 3.26%-10.9pp | 1.83%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,131 | $5,120-77.9% | $4,159-72.8% | $4,779-76.3% |
| Participant deferral / active EE | $2,718 | $6,075-55.3% | $5,277-48.5% | $5,609-51.5% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |