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 | $68,248 | $100,901-32.4% | $75,670-9.8% | $147,584-53.8% |
| Participation rate | 53.3% | 77.1%-23.8pp | 72.3%-19.0pp | 82.8%-29.5pp |
| Annual return | 19.85% | 35.78%-15.9pp | 27.34%-7.5pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,778 | $3,253-45.4% | $2,352-24.4% | $4,876-63.5% |
| Participant deferral / active EE | $3,081 | $4,027-23.5% | $3,142-1.9% | $5,439-43.3% |
| Admin fee / account holder | $182 | $11,285-98.4% | $5,800-96.9% | $10,885-98.3% |