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 | $34,520 | $77,899-55.7% | $149,673-76.9% | $75,163-54.1% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-35.9pp |
| Annual return | 21.40% | 31.72%-10.3pp | 134.42%-113.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $886 | $3,137-71.7% | $4,818-81.6% | $2,670-66.8% |
| Participant deferral / active EE | $2,208 | $3,411-35.3% | $5,680-61.1% | $4,125-46.5% |
| Admin fee / account holder | $171 | $5,956-97.1% | $13,210-98.7% | $5,651-97.0% |