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 | $9,653 | $80,717-88.0% | $154,803-93.8% | $84,808-88.6% |
| Participation rate | 51.0% | 66.8%-15.8pp | 78.1%-27.1pp | 68.3%-17.3pp |
| Annual return | 18.67% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $461 | $2,761-83.3% | $4,305-89.3% | $2,631-82.5% |
| Participant deferral / active EE | $1,421 | $3,303-57.0% | $5,540-74.3% | $4,212-66.2% |
| Admin fee / account holder | $83 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |