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 | $94,637 | $105,126-10.0% | $94,6460% | $139,434-32.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 29.01% | 38.03%-9.0pp | 156.71%-127.7pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,428 | $4,106-40.9% | $3,672-33.9% | $4,751-48.9% |
| Participant deferral / active EE | $6,069 | $7,599-20.1% | $7,418-18.2% | $6,710-9.6% |
| Admin fee / account holder | $60 | $8,984-99.3% | $7,231-99.2% | $11,403-99.5% |