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 | $22,220 | $100,901-78.0% | $75,670-70.6% | $147,584-84.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.3%-22.3pp | 82.8%-32.8pp |
| Annual return | 23.98% | 35.78%-11.8pp | 27.34%-3.4pp | 578.55%-554.6pp |
| Employer contribution / active EE | $768 | $3,253-76.4% | $2,352-67.3% | $4,876-84.2% |
| Participant deferral / active EE | $3,417 | $4,027-15.2% | $3,142+8.7% | $5,439-37.2% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |