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 | $54,984 | $104,974-47.6% | $95,585-42.5% | $142,382-61.4% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 13.39% | 210.33%-196.9pp | 38.56%-25.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $417 | $2,779-85.0% | $2,527-83.5% | $4,299-90.3% |
| Participant deferral / active EE | $653 | $4,352-85.0% | $4,023-83.8% | $6,507-90.0% |
| Admin fee / account holder | $222 | $6,386-96.5% | $6,127-96.4% | $12,624-98.2% |