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 | $32,401 | $48,795-33.6% | $65,493-50.5% | $84,808-61.8% |
| Participation rate | 67.2% | 67.0%+0.2pp | 73.1%-5.9pp | 68.3%-1.1pp |
| Annual return | 12.01% | 20.20%-8.2pp | 982.45%-970.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $737 | $1,930-61.8% | $2,574-71.4% | $2,631-72.0% |
| Participant deferral / active EE | $1,176 | $2,928-59.8% | $3,961-70.3% | $4,212-72.1% |
| Admin fee / account holder | $200 | $3,877-94.8% | $5,028-96.0% | $7,344-97.3% |