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 | $38,398 | $112,881-66.0% | $90,951-57.8% | $158,922-75.8% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 17.48% | 215.79%-198.3pp | 134.60%-117.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,144 | $2,893-60.4% | $2,122-46.1% | $4,761-76.0% |
| Participant deferral / active EE | $3,105 | $4,128-24.8% | $3,373-7.9% | $5,982-48.1% |
| Admin fee / account holder | $263 | $8,041-96.7% | $5,959-95.6% | $11,246-97.7% |