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 | $14,935 | $90,503-83.5% | $78,689-81.0% | $273,961-94.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 11.73% | 75.60%-63.9pp | 62.18%-50.4pp | 41.45%-29.7pp |
| Employer contribution / active EE | $702 | $3,176-77.9% | $2,851-75.4% | $4,869-85.6% |
| Participant deferral / active EE | $947 | $3,901-75.7% | $3,517-73.1% | $5,287-82.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |