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 | $122,867 | $111,754+9.9% | $103,333+18.9% | $145,922-15.8% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 13.01% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $974 | $4,212-76.9% | $3,868-74.8% | $4,660-79.1% |
| Participant deferral / active EE | $2,557 | $5,619-54.5% | $5,057-49.4% | $6,688-61.8% |
| Admin fee / account holder | $30 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |