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 4-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 | $93,209 | $114,381-18.5% | $107,525-13.3% | $142,382-34.5% |
| Participation rate | 52.2% | 78.1%-26.0pp | 75.1%-22.9pp | 80.1%-27.9pp |
| Annual return | 20.08% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,699 | $4,015-57.7% | $3,754-54.7% | $4,299-60.5% |
| Participant deferral / active EE | $5,661 | $5,564+1.7% | $5,116+10.7% | $6,507-13.0% |
| Admin fee / account holder | $15 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |