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 | $82,625 | $104,974-21.3% | $95,585-13.6% | $142,382-42.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 13.93% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $794 | $2,779-71.4% | $2,527-68.6% | $4,299-81.5% |
| Participant deferral / active EE | $2,173 | $4,352-50.1% | $4,023-46.0% | $6,507-66.6% |
| Admin fee / account holder | $168 | $6,386-97.4% | $6,127-97.3% | $12,624-98.7% |