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 | $103,212 | $96,484+7.0% | $75,886+36.0% | $152,861-32.5% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.4%-38.0pp |
| Annual return | 21.90% | 33.98%-12.1pp | 30.76%-8.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,245 | $3,309-32.2% | $2,500-10.2% | $4,762-52.9% |
| Participant deferral / active EE | $6,383 | $4,553+40.2% | $3,603+77.2% | $5,850+9.1% |
| Admin fee / account holder | $27 | $8,078-99.7% | $5,418-99.5% | $11,596-99.8% |