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 7-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 | $10,804 | $34,308-68.5% | $74,701-85.5% | $72,985-85.2% |
| Participation rate | 34.4% | 42.4%-8.0pp | 54.5%-20.1pp | 69.5%-35.1pp |
| Annual return | 28.96% | 26.58%+2.4pp | 752.92%-724.0pp | 81.00%-52.0pp |
| Employer contribution / active EE | $649 | $692-6.1% | $1,084-40.1% | $2,440-73.4% |
| Participant deferral / active EE | $1,615 | $1,271+27.0% | $1,964-17.8% | $3,607-55.2% |
| Admin fee / account holder | $228 | $2,124-89.3% | $3,333-93.2% | $5,124-95.6% |