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 | $17,319 | $107,334-83.9% | $92,893-81.4% | $152,861-88.7% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 28.52% | 145.58%-117.1pp | 109.41%-80.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,002 | $4,221-76.3% | $3,653-72.6% | $4,762-79.0% |
| Participant deferral / active EE | $1,548 | $4,845-68.1% | $4,236-63.5% | $5,850-73.5% |
| Admin fee / account holder | $164 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |