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 | $53,501 | $80,717-33.7% | $154,803-65.4% | $84,808-36.9% |
| Participation rate | 55.6% | 66.8%-11.3pp | 78.1%-22.5pp | 68.3%-12.8pp |
| Annual return | 25.10% | 37.96%-12.9pp | 58.88%-33.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,679 | $2,761-39.2% | $4,305-61.0% | $2,631-36.2% |
| Participant deferral / active EE | $8,220 | $3,303+148.9% | $5,540+48.4% | $4,212+95.2% |
| Admin fee / account holder | $277 | $6,746-95.9% | $14,329-98.1% | $7,344-96.2% |