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 | $25,602 | $108,172-76.3% | $77,482-67.0% | $158,922-83.9% |
| Participation rate | 63.2% | 64.4%-1.3pp | 54.2%+9.0pp | 82.0%-18.8pp |
| Annual return | 13.87% | 31.67%-17.8pp | 54.79%-40.9pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,476 | $2,456-39.9% | $1,861-20.7% | $5,982-75.3% |
| Admin fee / account holder | $212 | $3,708-94.3% | $2,858-92.6% | $11,246-98.1% |