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 | $106,978 | $157,256-32.0% | $141,162-24.2% | $152,861-30.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 30.85% | 64.32%-33.5pp | 71.39%-40.5pp | 345.32%-314.5pp |
| Employer contribution / active EE | $3,148 | $5,261-40.2% | $4,735-33.5% | $4,762-33.9% |
| Participant deferral / active EE | $10,305 | $7,109+44.9% | $6,709+53.6% | $5,850+76.1% |
| Admin fee / account holder | $223 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |