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 5-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 | $13,022 | $96,635-86.5% | $86,612-85.0% | $139,434-90.7% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 23.14% | 106.41%-83.3pp | 591.07%-567.9pp | 372.94%-349.8pp |
| Employer contribution / active EE | $558 | $3,263-82.9% | $3,022-81.5% | $4,751-88.2% |
| Participant deferral / active EE | $2,045 | $4,836-57.7% | $4,438-53.9% | $6,710-69.5% |
| Admin fee / account holder | $53 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |