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 | $21,310 | $107,934-80.3% | $91,989-76.8% | $152,861-86.1% |
| Participation rate | 25.0% | 81.2%-56.2pp | 78.6%-53.6pp | 82.4%-57.4pp |
| Annual return | 28.18% | 89.24%-61.1pp | 69.02%-40.8pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,268 | $4,210-69.9% | $3,452-63.3% | $4,762-73.4% |
| Participant deferral / active EE | $3,569 | $6,364-43.9% | $5,923-39.7% | $5,850-39.0% |
| Admin fee / account holder | $20 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |