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 | $123,993 | $43,723+183.6% | $121,196+2.3% | $64,186+93.2% |
| Participation rate | 44.1% | 58.3%-14.2pp | 71.7%-27.6pp | 69.6%-25.5pp |
| Annual return | -4.47% | 68.91%-73.4pp | 16.93%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,346 | $2,280-41.0% | $3,344-59.8% | $3,470-61.2% |
| Admin fee / account holder | $28 | $3,501-99.2% | $5,019-99.4% | $4,888-99.4% |