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 | $34,014 | $65,365-48.0% | $92,893-63.4% | $72,985-53.4% |
| Participation rate | 69.7% | 68.3%+1.4pp | 76.0%-6.3pp | 69.5%+0.2pp |
| Annual return | 24.55% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,564 | $2,594-1.1% | $3,653-29.8% | $2,440+5.1% |
| Participant deferral / active EE | $4,229 | $3,128+35.2% | $4,236-0.2% | $3,607+17.2% |
| Admin fee / account holder | $263 | $4,251-93.8% | $5,794-95.5% | $5,124-94.9% |