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 | $79,281 | $99,341-20.2% | $84,750-6.5% | $273,961-71.1% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 6.33% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,070 | $4,214-50.9% | $3,574-42.1% | $4,869-57.5% |
| Participant deferral / active EE | $5,542 | $4,269+29.8% | $3,712+49.3% | $5,287+4.8% |
| Admin fee / account holder | $140 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |