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 | $47,390 | $115,770-59.1% | $101,248-53.2% | $158,922-70.2% |
| Participation rate | 54.2% | 79.4%-25.2pp | 75.8%-21.6pp | 82.0%-27.8pp |
| Annual return | 12.56% | 56.14%-43.6pp | 46.47%-33.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,490 | $4,175-64.3% | $3,660-59.3% | $4,761-68.7% |
| Participant deferral / active EE | $1,662 | $4,957-66.5% | $4,370-62.0% | $5,982-72.2% |
| Admin fee / account holder | $107 | $7,245-98.5% | $5,945-98.2% | $11,246-99.1% |