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 | $137,311 | $99,877+37.5% | $84,966+61.6% | $145,922-5.9% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 9.17% | 83.76%-74.6pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,559 | $5,291-13.8% | $4,519+0.9% | $6,688-31.8% |
| Admin fee / account holder | $161 | $7,248-97.8% | $6,149-97.4% | $13,397-98.8% |