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 | $117,747 | $95,971+22.7% | $74,550+57.9% | $135,375-13.0% |
| Participation rate | 65.0% | 75.7%-10.7pp | 69.1%-4.1pp | 82.6%-17.6pp |
| Annual return | -5.55% | 56.96%-62.5pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,673 | $2,716-38.4% | $1,961-14.7% | $4,779-65.0% |
| Participant deferral / active EE | $6,738 | $3,843+75.3% | $3,108+116.8% | $5,609+20.1% |
| Admin fee / account holder | $3 | $6,522-100.0% | $5,060-99.9% | $10,827-100.0% |