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 | $77,946 | $177,572-56.1% | $154,803-49.6% | $142,382-45.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 13.43% | 65.07%-51.6pp | 58.88%-45.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,619 | $4,810-66.3% | $4,305-62.4% | $4,299-62.3% |
| Participant deferral / active EE | $4,176 | $6,272-33.4% | $5,540-24.6% | $6,507-35.8% |
| Admin fee / account holder | $191 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |