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 | $108,108 | $89,753+20.5% | $107,525+0.5% | $84,808+27.5% |
| Participation rate | 44.4% | 68.1%-23.6pp | 75.1%-30.6pp | 68.3%-23.9pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,292 | $3,113-58.5% | $3,754-65.6% | $2,631-50.9% |
| Participant deferral / active EE | $3,785 | $4,056-6.7% | $5,116-26.0% | $4,212-10.1% |
| Admin fee / account holder | $17 | $7,222-99.8% | $8,919-99.8% | $7,344-99.8% |