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 | $64,150 | $93,571-31.4% | $135,903-52.8% | $75,163-14.7% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.6pp | 67.2%-7.9pp |
| Annual return | 20.42% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $11,303 | $3,537+219.6% | $4,856+132.8% | $2,670+323.4% |
| Participant deferral / active EE | $9,038 | $6,404+41.1% | $7,758+16.5% | $4,125+119.1% |
| Admin fee / account holder | $277 | $6,975-96.0% | $10,762-97.4% | $5,651-95.1% |