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 | $86,248 | $70,428+22.5% | $96,562-10.7% | $85,850+0.5% |
| Participation rate | 39.3% | 61.8%-22.5pp | 69.8%-30.5pp | 69.3%-30.0pp |
| Annual return | 16.98% | 18.59%-1.6pp | 37.78%-20.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $326 | $1,413-76.9% | $2,356-86.2% | $2,565-87.3% |
| Participant deferral / active EE | $1,412 | $2,894-51.2% | $3,849-63.3% | $3,952-64.3% |
| Admin fee / account holder | $250 | $4,997-95.0% | $6,181-95.9% | $6,260-96.0% |