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 | $29,521 | $106,890-72.4% | $84,015-64.9% | $152,861-80.7% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 35.11% | 104.99%-69.9pp | 71.31%-36.2pp | 345.32%-310.2pp |
| Employer contribution / active EE | $720 | $2,734-73.7% | $1,983-63.7% | $4,762-84.9% |
| Participant deferral / active EE | $1,875 | $4,011-53.3% | $3,239-42.1% | $5,850-67.9% |
| Admin fee / account holder | $240 | $8,285-97.1% | $6,101-96.1% | $11,596-97.9% |