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 | $25,707 | $80,717-68.2% | $154,803-83.4% | $84,808-69.7% |
| Participation rate | 48.8% | 66.8%-18.0pp | 78.1%-29.3pp | 68.3%-19.5pp |
| Annual return | 14.83% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $958 | $2,761-65.3% | $4,305-77.7% | $2,631-63.6% |
| Participant deferral / active EE | $3,029 | $3,303-8.3% | $5,540-45.3% | $4,212-28.1% |
| Admin fee / account holder | $113 | $6,746-98.3% | $14,329-99.2% | $7,344-98.5% |