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 | $17,575 | $75,828-76.8% | $147,614-88.1% | $59,632-70.5% |
| Participation rate | 25.8% | 71.6%-45.8pp | 84.6%-58.8pp | 68.7%-42.9pp |
| Annual return | 0.98% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $683 | $3,485-80.4% | $5,564-87.7% | $2,203-69.0% |
| Participant deferral / active EE | $1,186 | $3,130-62.1% | $4,895-75.8% | $3,192-62.8% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |