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 | $75,653 | $114,381-33.9% | $107,525-29.6% | $142,382-46.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 15.38% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $946 | $4,015-76.4% | $3,754-74.8% | $4,299-78.0% |
| Participant deferral / active EE | $2,331 | $5,564-58.1% | $5,116-54.4% | $6,507-64.2% |
| Admin fee / account holder | $60 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |