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 | $81,136 | $106,584-23.9% | $101,326-19.9% | $142,382-43.0% |
| Participation rate | 54.5% | 82.7%-28.1pp | 81.5%-27.0pp | 80.1%-25.6pp |
| Annual return | 17.33% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,000 | $3,956-49.4% | $3,665-45.4% | $4,299-53.5% |
| Participant deferral / active EE | $3,892 | $8,297-53.1% | $7,994-51.3% | $6,507-40.2% |
| Admin fee / account holder | $5 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |