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 | $40,417 | $53,127-23.9% | $86,590-53.3% | $70,131-42.4% |
| Participation rate | 20.0% | 65.3%-45.3pp | 73.5%-53.5pp | 69.5%-49.5pp |
| Annual return | 16.35% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $769 | $2,068-62.8% | $2,839-72.9% | $2,342-67.2% |
| Participant deferral / active EE | $1,001 | $2,696-62.9% | $3,609-72.3% | $3,332-70.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |