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 | $40,640 | $99,020-59.0% | $86,590-53.1% | $147,584-72.5% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 21.27% | 1312.34%-1291.1pp | 964.84%-943.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,918 | $3,132-38.7% | $2,839-32.4% | $4,876-60.7% |
| Participant deferral / active EE | $3,565 | $3,972-10.3% | $3,609-1.2% | $5,439-34.5% |
| Admin fee / account holder | $225 | $5,710-96.1% | $4,906-95.4% | $10,885-97.9% |