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 | $63,744 | $63,346+0.6% | $92,233-30.9% | $70,131-9.1% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 18.68% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,497 | $2,471-39.4% | $3,679-59.3% | $2,342-36.1% |
| Participant deferral / active EE | $2,262 | $2,854-20.7% | $3,897-41.9% | $3,332-32.1% |
| Admin fee / account holder | $205 | $3,840-94.7% | $5,194-96.1% | $4,645-95.6% |