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 | $67,789 | $159,602-57.5% | $150,045-54.8% | $142,382-52.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 19.02% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,569 | $4,961-68.4% | $4,693-66.6% | $4,299-63.5% |
| Participant deferral / active EE | $4,215 | $8,310-49.3% | $7,997-47.3% | $6,507-35.2% |
| Admin fee / account holder | $283 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |