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 | $56,166 | $165,335-66.0% | $149,696-62.5% | $158,922-64.7% |
| Participation rate | 61.9% | 84.6%-22.7pp | 82.5%-20.6pp | 82.0%-20.1pp |
| Annual return | 18.07% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,920 | $5,103-62.4% | $4,644-58.7% | $4,761-59.7% |
| Participant deferral / active EE | $4,327 | $7,181-39.7% | $6,842-36.8% | $5,982-27.7% |
| Admin fee / account holder | $255 | $10,807-97.6% | $9,309-97.3% | $11,246-97.7% |