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 | $149,050 | $147,167+1.3% | $111,392+33.8% | $135,375+10.1% |
| Participation rate | 46.2% | 84.0%-37.9pp | 78.9%-32.7pp | 82.6%-36.5pp |
| Annual return | -4.46% | -4.44%0pp | -2.06%-2.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,084 | $5,204-40.7% | $4,328-28.7% | $4,779-35.5% |
| Participant deferral / active EE | $4,380 | $6,565-33.3% | $5,567-21.3% | $5,609-21.9% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |