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 | $26,205 | $121,625-78.5% | $104,607-74.9% | $158,922-83.5% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 11.54% | 465.26%-453.7pp | 340.46%-328.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,034 | $3,163-67.3% | $2,681-61.4% | $4,761-78.3% |
| Participant deferral / active EE | $1,117 | $4,177-73.3% | $3,740-70.1% | $5,982-81.3% |
| Admin fee / account holder | $106 | $7,787-98.6% | $6,473-98.4% | $11,246-99.1% |