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 | $13,333 | $30,400-56.1% | $53,898-75.3% | $84,808-84.3% |
| Participation rate | 69.5% | 46.4%+23.1pp | 55.0%+14.6pp | 68.3%+1.2pp |
| Annual return | 21.01% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $411 | $603-31.9% | $932-55.9% | $2,631-84.4% |
| Participant deferral / active EE | $1,405 | $1,199+17.2% | $1,826-23.1% | $4,212-66.6% |
| Admin fee / account holder | $256 | $1,993-87.2% | $2,491-89.7% | $7,344-96.5% |