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 | $59,772 | $157,256-62.0% | $141,162-57.7% | $152,861-60.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 23.89% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,222 | $5,261-76.8% | $4,735-74.2% | $4,762-74.4% |
| Participant deferral / active EE | $2,720 | $7,109-61.7% | $6,709-59.5% | $5,850-53.5% |
| Admin fee / account holder | $240 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |