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 | $29,817 | $63,861-53.3% | $104,607-71.5% | $79,858-62.7% |
| Participation rate | 38.5% | 64.9%-26.5pp | 74.1%-35.6pp | 69.6%-31.2pp |
| Annual return | 26.21% | 21.30%+4.9pp | 340.46%-314.3pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,067 | $1,588-32.8% | $2,681-60.2% | $2,471-56.8% |
| Participant deferral / active EE | $2,182 | $2,693-19.0% | $3,740-41.7% | $3,740-41.7% |
| Admin fee / account holder | $162 | $4,185-96.1% | $6,473-97.5% | $5,306-96.9% |