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 | $115,242 | $73,933+55.9% | $96,683+19.2% | $75,163+53.3% |
| Participation rate | 38.2% | 66.4%-28.2pp | 74.3%-36.1pp | 67.2%-29.0pp |
| Annual return | 14.85% | 26.70%-11.9pp | 35.69%-20.8pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,198 | $2,928-59.1% | $3,737-67.9% | $2,670-55.1% |
| Participant deferral / active EE | $4,455 | $3,659+21.8% | $4,878-8.7% | $4,125+8.0% |
| Admin fee / account holder | $280 | $5,216-94.6% | $6,730-95.8% | $5,651-95.0% |