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 | $18,047 | $65,561-72.5% | $86,188-79.1% | $75,163-76.0% |
| Participation rate | 61.8% | 60.5%+1.3pp | 69.0%-7.2pp | 67.2%-5.4pp |
| Annual return | 19.99% | 46.05%-26.1pp | 1168.45%-1148.5pp | 160.62%-140.6pp |
| Employer contribution / active EE | $419 | $1,553-73.0% | $2,380-82.4% | $2,670-84.3% |
| Participant deferral / active EE | $1,421 | $3,024-53.0% | $3,985-64.3% | $4,125-65.5% |
| Admin fee / account holder | $186 | $5,474-96.6% | $6,852-97.3% | $5,651-96.7% |