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 | $117,001 | $154,365-24.2% | $130,231-10.2% | $139,434-16.1% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 22.56% | 30.34%-7.8pp | 38.77%-16.2pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,531 | $5,170-51.0% | $4,126-38.6% | $4,751-46.7% |
| Participant deferral / active EE | $7,071 | $8,498-16.8% | $6,799+4.0% | $6,710+5.4% |
| Admin fee / account holder | $35 | $9,214-99.6% | $6,020-99.4% | $11,403-99.7% |