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 | $75,055 | $211,958-64.6% | $169,463-55.7% | $135,375-44.6% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | 2.27% | 3.26%-1.0pp | 1.83%+0.4pp | 519.73%-517.5pp |
| Employer contribution / active EE | $933 | $5,120-81.8% | $4,159-77.6% | $4,779-80.5% |
| Participant deferral / active EE | $1,167 | $6,075-80.8% | $5,277-77.9% | $5,609-79.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |