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 | $73,503 | $209,411-64.9% | $178,490-58.8% | $158,922-53.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 9.98% | 188.75%-178.8pp | 151.07%-141.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,753 | $5,706-69.3% | $5,011-65.0% | $4,761-63.2% |
| Participant deferral / active EE | $11,615 | $5,954+95.1% | $5,202+123.3% | $5,982+94.2% |
| Admin fee / account holder | $158 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |