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 | $43,698 | $115,770-62.3% | $101,248-56.8% | $158,922-72.5% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 16.15% | 56.14%-40.0pp | 46.47%-30.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $893 | $4,175-78.6% | $3,660-75.6% | $4,761-81.2% |
| Participant deferral / active EE | $4,432 | $4,957-10.6% | $4,370+1.4% | $5,982-25.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |