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 | $12,093 | $77,419-84.4% | $69,455-82.6% | $152,861-92.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | 29.05% | 39.06%-10.0pp | 28.97%+0.1pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,280 | $3,315-61.4% | $2,779-54.0% | $4,762-73.1% |
| Participant deferral / active EE | $1,282 | $4,414-71.0% | $3,535-63.7% | $5,850-78.1% |
| Admin fee / account holder | $15 | $6,207-99.8% | $3,839-99.6% | $11,596-99.9% |