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 | $105,803 | $57,354+84.5% | $83,848+26.2% | $64,186+64.8% |
| Participation rate | 26.5% | 68.6%-42.1pp | 76.1%-49.7pp | 69.6%-43.1pp |
| Annual return | 1.32% | 11.38%-10.1pp | 850.88%-849.6pp | 7.63%-6.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,868 | $2,993-37.6% | $4,082-54.2% | $3,470-46.2% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |