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 | $120,733 | $108,172+11.6% | $77,482+55.8% | $158,922-24.0% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 10.42% | 31.67%-21.3pp | 54.79%-44.4pp | 302.83%-292.4pp |
| Employer contribution / active EE | $625 | $1,325-52.8% | $986-36.7% | $4,761-86.9% |
| Participant deferral / active EE | $2,812 | $2,456+14.5% | $1,861+51.1% | $5,982-53.0% |
| Admin fee / account holder | $37 | $3,708-99.0% | $2,858-98.7% | $11,246-99.7% |