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 | $85,331 | $133,922-36.3% | $116,228-26.6% | $142,382-40.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 14.90% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,391 | $3,446-30.6% | $2,994-20.2% | $4,299-44.4% |
| Participant deferral / active EE | $7,397 | $5,672+30.4% | $4,953+49.3% | $6,507+13.7% |
| Admin fee / account holder | $186 | $14,945-98.8% | $11,989-98.4% | $12,624-98.5% |