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 | $15,830 | $27,839-43.1% | $58,482-72.9% | $71,457-77.8% |
| Participation rate | 8.9% | 34.5%-25.6pp | 50.9%-41.9pp | 67.9%-59.0pp |
| Annual return | 21.19% | 26.81%-5.6pp | 4239.32%-4218.1pp | 28.85%-7.7pp |
| Employer contribution / active EE | $164 | $631-74.0% | $1,053-84.5% | $2,588-93.7% |
| Participant deferral / active EE | $365 | $1,206-69.7% | $1,924-81.0% | $4,289-91.5% |
| Admin fee / account holder | $119 | $1,641-92.8% | $2,516-95.3% | $1,587-92.5% |