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 | $15,228 | $99,020-84.6% | $86,590-82.4% | $147,584-89.7% |
| Participation rate | 18.2% | 76.3%-58.2pp | 73.5%-55.4pp | 82.8%-64.6pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $317 | $3,132-89.9% | $2,839-88.8% | $4,876-93.5% |
| Participant deferral / active EE | $458 | $3,972-88.5% | $3,609-87.3% | $5,439-91.6% |
| Admin fee / account holder | $65 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |