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 | $31,456 | $52,279-39.8% | $89,391-64.8% | $79,858-60.6% |
| Participation rate | 62.2% | 57.5%+4.6pp | 68.0%-5.8pp | 69.6%-7.5pp |
| Annual return | 23.55% | 22.16%+1.4pp | 245.62%-222.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $285 | $1,572-81.9% | $2,586-89.0% | $2,471-88.5% |
| Participant deferral / active EE | $1,474 | $2,740-46.2% | $3,890-62.1% | $3,740-60.6% |
| Admin fee / account holder | $110 | $3,356-96.7% | $4,881-97.8% | $5,306-97.9% |