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 | $27,135 | $46,869-42.1% | $122,332-77.8% | $70,131-61.3% |
| Participation rate | 39.3% | 58.2%-18.9pp | 71.6%-32.3pp | 69.5%-30.3pp |
| Annual return | 18.25% | 24.22%-6.0pp | 30.27%-12.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,076 | $1,288-16.4% | $4,050-73.4% | $2,342-54.1% |
| Participant deferral / active EE | $869 | $2,166-59.9% | $3,287-73.6% | $3,332-73.9% |
| Admin fee / account holder | $1 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |