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 | $50,624 | $101,724-50.2% | $164,813-69.3% | $80,856-37.4% |
| Participation rate | 37.9% | 71.8%-33.9pp | 78.6%-40.7pp | 67.6%-29.7pp |
| Annual return | 16.62% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,300 | $2,953+11.7% | $4,341-24.0% | $2,755+19.8% |
| Participant deferral / active EE | $7,666 | $4,477+71.2% | $6,031+27.1% | $4,296+78.4% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |