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 | $105,969 | $53,777+97.1% | $134,143-21.0% | $79,858+32.7% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 14.29% | 19.01%-4.7pp | 36.33%-22.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,701 | $1,321+28.8% | $3,704-54.1% | $2,471-31.1% |
| Participant deferral / active EE | $4,451 | $2,420+83.9% | $3,499+27.2% | $3,740+19.0% |
| Admin fee / account holder | $87 | $3,984-97.8% | $6,684-98.7% | $5,306-98.4% |