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 | $42,207 | $110,261-61.7% | $95,745-55.9% | $139,434-69.7% |
| Participation rate | 35.0% | 75.8%-40.8pp | 72.3%-37.3pp | 80.3%-45.3pp |
| Annual return | 15.48% | 27.11%-11.6pp | 28.35%-12.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,190 | $3,257-63.5% | $2,835-58.0% | $4,751-74.9% |
| Participant deferral / active EE | $3,717 | $4,676-20.5% | $4,245-12.4% | $6,710-44.6% |
| Admin fee / account holder | $239 | $6,613-96.4% | $5,678-95.8% | $11,403-97.9% |