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 | $82,429 | $71,050+16.0% | $93,606-11.9% | $80,856+1.9% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.6%-14.1pp |
| Annual return | 10.90% | 11.26%-0.4pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,336 | $1,564-14.6% | $2,420-44.8% | $2,755-51.5% |
| Participant deferral / active EE | $1,909 | $4,034-52.7% | $4,411-56.7% | $4,296-55.6% |
| Admin fee / account holder | $288 | $6,945-95.9% | $8,285-96.5% | $6,918-95.8% |