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 | $42,525 | $99,020-57.1% | $86,590-50.9% | $147,584-71.2% |
| Participation rate | 21.1% | 76.3%-55.3pp | 73.5%-52.5pp | 82.8%-61.8pp |
| Annual return | 18.68% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $390 | $3,132-87.6% | $2,839-86.3% | $4,876-92.0% |
| Participant deferral / active EE | $486 | $3,972-87.8% | $3,609-86.5% | $5,439-91.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |