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 | $72,185 | $157,256-54.1% | $141,162-48.9% | $152,861-52.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 24.14% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,997 | $5,261-62.0% | $4,735-57.8% | $4,762-58.1% |
| Participant deferral / active EE | $2,372 | $7,109-66.6% | $6,709-64.6% | $5,850-59.4% |
| Admin fee / account holder | $22 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |