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 | $70,603 | $57,016+23.8% | $84,966-16.9% | $80,856-12.7% |
| Participation rate | 25.7% | 56.3%-30.6pp | 67.5%-41.8pp | 67.6%-41.9pp |
| Annual return | 14.75% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $803 | $1,798-55.3% | $2,727-70.6% | $2,755-70.9% |
| Participant deferral / active EE | $1,762 | $3,110-43.3% | $4,519-61.0% | $4,296-59.0% |
| Admin fee / account holder | $21 | $4,980-99.6% | $6,149-99.7% | $6,918-99.7% |