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 | $73,046 | $103,376-29.3% | $87,100-16.1% | $152,861-52.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 28.38% | 28.10%+0.3pp | 28.19%+0.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $745 | $3,220-76.9% | $2,521-70.5% | $4,762-84.4% |
| Participant deferral / active EE | $5,850 | $4,778+22.4% | $4,049+44.5% | $5,8500% |
| Admin fee / account holder | $257 | $12,205-97.9% | $7,497-96.6% | $11,596-97.8% |