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 | $99,836 | $150,187-33.5% | $120,354-17.0% | $145,922-31.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 14.12% | 154.07%-139.9pp | 107.15%-93.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,129 | $4,348-51.0% | $3,463-38.5% | $4,660-54.3% |
| Participant deferral / active EE | $4,469 | $6,173-27.6% | $4,991-10.5% | $6,688-33.2% |
| Admin fee / account holder | $182 | $12,207-98.5% | $9,423-98.1% | $13,397-98.6% |