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 | $117,983-49.1% | $101,794-41.0% | $142,382-57.8% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.2%-16.8pp | 80.1%-27.7pp |
| Annual return | 18.04% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $734 | $2,773-73.5% | $2,289-67.9% | $4,299-82.9% |
| Participant deferral / active EE | $1,513 | $4,714-67.9% | $4,084-63.0% | $6,507-76.8% |
| Admin fee / account holder | $3 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |