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 | $25,567 | $105,998-75.9% | $92,233-72.3% | $147,584-82.7% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 22.14% | 50.05%-27.9pp | 176.28%-154.1pp | 578.55%-556.4pp |
| Employer contribution / active EE | $916 | $4,333-78.9% | $3,679-75.1% | $4,876-81.2% |
| Participant deferral / active EE | $1,732 | $4,478-61.3% | $3,897-55.6% | $5,439-68.2% |
| Admin fee / account holder | $19 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |