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 | $101,288 | $111,754-9.4% | $103,333-2.0% | $145,922-30.6% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 10.37% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $978 | $4,212-76.8% | $3,868-74.7% | $4,660-79.0% |
| Participant deferral / active EE | $1,702 | $5,619-69.7% | $5,057-66.3% | $6,688-74.5% |
| Admin fee / account holder | $24 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |