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 | $43,633 | $108,642-59.8% | $74,701-41.6% | $152,861-71.5% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.4%-15.8pp |
| Annual return | 9.57% | 114.06%-104.5pp | 752.92%-743.4pp | 345.32%-335.8pp |
| Employer contribution / active EE | $1,238 | $1,503-17.6% | $1,084+14.2% | $4,762-74.0% |
| Participant deferral / active EE | $1,421 | $2,712-47.6% | $1,964-27.7% | $5,850-75.7% |
| Admin fee / account holder | $57 | $4,902-98.8% | $3,333-98.3% | $11,596-99.5% |