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 | $54,699 | $106,515-48.6% | $96,683-43.4% | $139,434-60.8% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 12.29% | 38.43%-26.1pp | 35.69%-23.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $982 | $4,103-76.1% | $3,737-73.7% | $4,751-79.3% |
| Participant deferral / active EE | $1,820 | $5,454-66.6% | $4,878-62.7% | $6,710-72.9% |
| Admin fee / account holder | $140 | $7,877-98.2% | $6,730-97.9% | $11,403-98.8% |