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 | $60,143 | $52,681+14.2% | $75,781-20.6% | $59,632+0.9% |
| Participation rate | 32.7% | 67.2%-34.6pp | 75.8%-43.2pp | 68.7%-36.0pp |
| Annual return | -1.56% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,020 | $2,193-53.5% | $3,323-69.3% | $2,203-53.7% |
| Participant deferral / active EE | $2,448 | $2,591-5.5% | $3,651-32.9% | $3,192-23.3% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |