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 | $13,343 | $96,635-86.2% | $86,612-84.6% | $139,434-90.4% |
| Participation rate | 53.8% | 74.4%-20.6pp | 71.7%-17.9pp | 80.3%-26.5pp |
| Annual return | 21.12% | 106.41%-85.3pp | 591.07%-569.9pp | 372.94%-351.8pp |
| Employer contribution / active EE | $534 | $3,263-83.6% | $3,022-82.3% | $4,751-88.8% |
| Participant deferral / active EE | $1,125 | $4,836-76.7% | $4,438-74.6% | $6,710-83.2% |
| Admin fee / account holder | $76 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |