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 | $64,431 | $118,849-45.8% | $96,562-33.3% | $167,490-61.5% |
| Participation rate | 58.3% | 75.5%-17.1pp | 69.8%-11.5pp | 82.1%-23.8pp |
| Annual return | 14.61% | 50.49%-35.9pp | 37.78%-23.2pp | 478.56%-463.9pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,035 | $4,616-55.9% | $3,849-47.1% | $6,341-67.9% |
| Admin fee / account holder | -$4 | $8,065-100.0% | $6,181-100.1% | $12,309-100.0% |