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 | $102,256 | $124,281-17.7% | $109,143-6.3% | $167,490-38.9% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 14.83% | 26.04%-11.2pp | 25.75%-10.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,036 | $4,207-51.6% | $3,722-45.3% | $4,837-57.9% |
| Participant deferral / active EE | $3,887 | $5,255-26.0% | $4,653-16.5% | $6,341-38.7% |
| Admin fee / account holder | $11 | $7,970-99.9% | $6,752-99.8% | $12,309-99.9% |