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 | $63,472 | $110,257-42.4% | $96,544-34.3% | $139,434-54.5% |
| Participation rate | 63.2% | 78.1%-14.9pp | 76.0%-12.8pp | 80.3%-17.2pp |
| Annual return | 16.41% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,572 | $3,620-28.9% | $2,965-13.2% | $4,751-45.9% |
| Participant deferral / active EE | $3,877 | $5,548-30.1% | $4,851-20.1% | $6,710-42.2% |
| Admin fee / account holder | $162 | $11,591-98.6% | $8,252-98.0% | $11,403-98.6% |