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 | $60,043 | $34,308+75.0% | $74,701-19.6% | $72,985-17.7% |
| Participation rate | 30.9% | 42.4%-11.5pp | 54.5%-23.6pp | 69.5%-38.6pp |
| Annual return | 22.26% | 26.58%-4.3pp | 752.92%-730.7pp | 81.00%-58.7pp |
| Employer contribution / active EE | $223 | $692-67.8% | $1,084-79.4% | $2,440-90.9% |
| Participant deferral / active EE | $1,415 | $1,271+11.3% | $1,964-27.9% | $3,607-60.8% |
| Admin fee / account holder | $93 | $2,124-95.6% | $3,333-97.2% | $5,124-98.2% |