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 | $33,245 | $107,334-69.0% | $92,893-64.2% | $152,861-78.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 30.76% | 145.58%-114.8pp | 109.41%-78.7pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,477 | $4,221-65.0% | $3,653-59.6% | $4,762-69.0% |
| Participant deferral / active EE | $4,048 | $4,845-16.4% | $4,236-4.4% | $5,850-30.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |