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 | $55,375 | $99,020-44.1% | $86,590-36.0% | $147,584-62.5% |
| Participation rate | 12.5% | 76.3%-63.8pp | 73.5%-61.0pp | 82.8%-70.3pp |
| Annual return | 20.95% | 1312.34%-1291.4pp | 964.84%-943.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $328 | $3,132-89.5% | $2,839-88.4% | $4,876-93.3% |
| Participant deferral / active EE | $897 | $3,972-77.4% | $3,609-75.2% | $5,439-83.5% |
| Admin fee / account holder | $20 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |