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 6-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 | $15,840 | $96,635-83.6% | $86,612-81.7% | $139,434-88.6% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 27.91% | 106.41%-78.5pp | 591.07%-563.2pp | 372.94%-345.0pp |
| Employer contribution / active EE | $539 | $3,263-83.5% | $3,022-82.2% | $4,751-88.7% |
| Participant deferral / active EE | $898 | $4,836-81.4% | $4,438-79.8% | $6,710-86.6% |
| Admin fee / account holder | $130 | $6,408-98.0% | $5,614-97.7% | $11,403-98.9% |