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 | $103,073 | $117,983-12.6% | $101,794+1.3% | $142,382-27.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 12.37% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,147 | $2,773-22.6% | $2,289-6.2% | $4,299-50.1% |
| Participant deferral / active EE | $5,211 | $4,714+10.5% | $4,084+27.6% | $6,507-19.9% |
| Admin fee / account holder | $277 | $10,433-97.3% | $8,777-96.8% | $12,624-97.8% |