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 | $102,461 | $183,519-44.2% | $155,509-34.1% | $145,922-29.8% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 15.24% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,152 | $5,313-78.3% | $4,672-75.3% | $4,660-75.3% |
| Participant deferral / active EE | $3,261 | $6,462-49.5% | $5,626-42.0% | $6,688-51.2% |
| Admin fee / account holder | $128 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |