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 | $93,139 | $106,515-12.6% | $96,683-3.7% | $139,434-33.2% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 16.31% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,436 | $4,103-65.0% | $3,737-61.6% | $4,751-69.8% |
| Participant deferral / active EE | $6,677 | $5,454+22.4% | $4,878+36.9% | $6,710-0.5% |
| Admin fee / account holder | $146 | $7,877-98.1% | $6,730-97.8% | $11,403-98.7% |