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 | $105,023 | $90,503+16.0% | $78,689+33.5% | $273,961-61.7% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 6.01% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $230 | $3,176-92.8% | $2,851-91.9% | $4,869-95.3% |
| Participant deferral / active EE | $3,670 | $3,901-5.9% | $3,517+4.4% | $5,287-30.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |