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 | $88,434 | $198,466-55.4% | $170,442-48.1% | $147,584-40.1% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 16.49% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,677 | $6,184-72.9% | $5,433-69.1% | $4,876-65.6% |
| Participant deferral / active EE | $2,697 | $5,629-52.1% | $4,939-45.4% | $5,439-50.4% |
| Admin fee / account holder | $178 | $16,852-98.9% | $13,880-98.7% | $10,885-98.4% |