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 | $107,777 | $47,848+125.2% | $81,478+32.3% | $70,131+53.7% |
| Participation rate | 32.0% | 58.3%-26.3pp | 68.0%-36.0pp | 69.5%-37.5pp |
| Annual return | 15.94% | 27.25%-11.3pp | 38.78%-22.8pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,673 | $2,453-31.8% | $3,537-52.7% | $3,332-49.8% |
| Admin fee / account holder | $1 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |