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 5-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 | $89,581 | $117,983-24.1% | $101,794-12.0% | $142,382-37.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 23.35% | 36.92%-13.6pp | 30.53%-7.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,160 | $2,773+14.0% | $2,289+38.1% | $4,299-26.5% |
| Participant deferral / active EE | $8,333 | $4,714+76.8% | $4,084+104.0% | $6,507+28.1% |
| Admin fee / account holder | $60 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |