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 | $124,458 | $158,817-21.6% | $121,196+2.7% | $135,375-8.1% |
| Participation rate | 57.1% | 79.3%-22.2pp | 71.7%-14.6pp | 82.6%-25.5pp |
| Annual return | -6.67% | -0.64%-6.0pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,244 | $5,665-60.4% | $4,022-44.2% | $4,779-53.0% |
| Participant deferral / active EE | $4,053 | $4,005+1.2% | $3,344+21.2% | $5,609-27.7% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |