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 9-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 | $94,450 | $114,381-17.4% | $107,525-12.2% | $142,382-33.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 19.46% | 242.71%-223.2pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,283 | $4,015-68.0% | $3,754-65.8% | $4,299-70.2% |
| Participant deferral / active EE | $5,659 | $5,564+1.7% | $5,116+10.6% | $6,507-13.0% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |