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 | $109,788 | $115,770-5.2% | $101,248+8.4% | $158,922-30.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 15.64% | 56.14%-40.5pp | 46.47%-30.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,517 | $4,175-63.7% | $3,660-58.5% | $4,761-68.1% |
| Participant deferral / active EE | $5,421 | $4,957+9.4% | $4,370+24.1% | $5,982-9.4% |
| Admin fee / account holder | $7 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |