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 | $73,567 | $87,540-16.0% | $75,781-2.9% | $125,391-41.3% |
| Participation rate | 69.2% | 80.2%-10.9pp | 75.8%-6.6pp | 83.2%-14.0pp |
| Annual return | -1.59% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,051 | $3,930-73.3% | $3,323-68.4% | $4,866-78.4% |
| Participant deferral / active EE | $4,903 | $4,229+15.9% | $3,651+34.3% | $5,352-8.4% |
| Admin fee / account holder | $60 | $6,502-99.1% | $5,299-98.9% | $9,540-99.4% |