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 | $32,401 | $112,096-71.1% | $95,952-66.2% | $158,922-79.6% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 16.89% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,302 | $3,198-59.3% | $2,541-48.8% | $4,761-72.7% |
| Participant deferral / active EE | $1,589 | $4,784-66.8% | $4,167-61.9% | $5,982-73.4% |
| Admin fee / account holder | $25 | $10,130-99.8% | $6,795-99.6% | $11,246-99.8% |