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 | $77,320 | $198,466-61.0% | $170,442-54.6% | $147,584-47.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 16.04% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,293 | $6,184-62.9% | $5,433-57.8% | $4,876-53.0% |
| Participant deferral / active EE | $3,531 | $5,629-37.3% | $4,939-28.5% | $5,439-35.1% |
| Admin fee / account holder | $4 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |