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 5-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 | $144,844 | $177,572-18.4% | $154,803-6.4% | $142,382+1.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 22.54% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,056 | $4,810-57.3% | $4,305-52.3% | $4,299-52.2% |
| Participant deferral / active EE | $14,907 | $6,272+137.7% | $5,540+169.0% | $6,507+129.1% |
| Admin fee / account holder | $169 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |