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 | $19,831 | $99,020-80.0% | $86,590-77.1% | $147,584-86.6% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 21.83% | 1312.34%-1290.5pp | 964.84%-943.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $304 | $3,132-90.3% | $2,839-89.3% | $4,876-93.8% |
| Participant deferral / active EE | $990 | $3,972-75.1% | $3,609-72.6% | $5,439-81.8% |
| Admin fee / account holder | $100 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |