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 | $86,845 | $92,703-6.3% | $82,719+5.0% | $134,475-35.4% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | 2.05% | 944.92%-942.9pp | 701.18%-699.1pp | 417.96%-415.9pp |
| Employer contribution / active EE | $494 | $3,274-84.9% | $3,009-83.6% | $4,740-89.6% |
| Participant deferral / active EE | $1,342 | $4,802-72.1% | $4,395-69.5% | $6,400-79.0% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |