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 | $19,424 | $54,762-64.5% | $90,281-78.5% | $72,985-73.4% |
| Participation rate | 31.0% | 65.1%-34.2pp | 73.3%-42.3pp | 69.5%-38.5pp |
| Annual return | 18.63% | 30.63%-12.0pp | 78.10%-59.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $225 | $2,092-89.2% | $2,854-92.1% | $2,440-90.8% |
| Participant deferral / active EE | $1,384 | $2,887-52.1% | $3,885-64.4% | $3,607-61.6% |
| Admin fee / account holder | $182 | $3,972-95.4% | $5,351-96.6% | $5,124-96.4% |