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 | $61,546 | $84,233-26.9% | $170,442-63.9% | $70,131-12.2% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.4pp | 69.5%-21.4pp |
| Annual return | 12.24% | 23.06%-10.8pp | 205.93%-193.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $533 | $3,387-84.3% | $5,433-90.2% | $2,342-77.2% |
| Participant deferral / active EE | $1,949 | $3,086-36.8% | $4,939-60.5% | $3,332-41.5% |
| Admin fee / account holder | $132 | $5,698-97.7% | $13,880-99.0% | $4,645-97.2% |