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 | $96,776 | $58,512+65.4% | $84,015+15.2% | $72,985+32.6% |
| Participation rate | 62.2% | 61.2%+0.9pp | 69.0%-6.9pp | 69.5%-7.3pp |
| Annual return | 21.99% | 28.93%-6.9pp | 71.31%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,287 | $1,163+10.6% | $1,983-35.1% | $2,440-47.3% |
| Participant deferral / active EE | $4,448 | $2,394+85.8% | $3,239+37.4% | $3,607+23.3% |
| Admin fee / account holder | $26 | $4,569-99.4% | $6,101-99.6% | $5,124-99.5% |