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 | $32,994 | $103,376-68.1% | $87,100-62.1% | $152,861-78.4% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.9%-23.0pp | 82.4%-28.6pp |
| Annual return | 16.96% | 28.10%-11.1pp | 28.19%-11.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,991 | $4,778-37.4% | $4,049-26.1% | $5,850-48.9% |
| Admin fee / account holder | $71 | $12,205-99.4% | $7,497-99.1% | $11,596-99.4% |