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 | $18,868 | $84,696-77.7% | $75,696-75.1% | $167,490-88.7% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.8%-22.2pp | 82.1%-29.5pp |
| Annual return | 10.71% | 199.36%-188.6pp | 104.53%-93.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $728 | $3,230-77.5% | $2,743-73.4% | $4,837-84.9% |
| Participant deferral / active EE | $2,054 | $4,580-55.2% | $3,821-46.3% | $6,341-67.6% |
| Admin fee / account holder | $81 | $5,355-98.5% | $3,619-97.8% | $12,309-99.3% |