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 | $58,516 | $198,466-70.5% | $170,442-65.7% | $147,584-60.4% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 16.87% | 257.29%-240.4pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,054 | $6,184-34.4% | $5,433-25.4% | $4,876-16.9% |
| Participant deferral / active EE | $3,240 | $5,629-42.4% | $4,939-34.4% | $5,439-40.4% |
| Admin fee / account holder | $226 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |