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 | $17,406 | $99,020-82.4% | $86,590-79.9% | $147,584-88.2% |
| Participation rate | 10.0% | 76.3%-66.3pp | 73.5%-63.5pp | 82.8%-72.8pp |
| Annual return | 13.67% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $230 | $3,132-92.6% | $2,839-91.9% | $4,876-95.3% |
| Participant deferral / active EE | $460 | $3,972-88.4% | $3,609-87.2% | $5,439-91.5% |
| Admin fee / account holder | $78 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |