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 | $106,792 | $124,281-14.1% | $109,143-2.2% | $167,490-36.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 13.64% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,375 | $4,207-67.3% | $3,722-63.1% | $4,837-71.6% |
| Participant deferral / active EE | $4,046 | $5,255-23.0% | $4,653-13.1% | $6,341-36.2% |
| Admin fee / account holder | $159 | $7,970-98.0% | $6,752-97.6% | $12,309-98.7% |