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 | $19,034 | $106,890-82.2% | $84,015-77.3% | $152,861-87.5% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.4%-26.9pp |
| Annual return | 19.79% | 104.99%-85.2pp | 71.31%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,226 | $2,734-55.2% | $1,983-38.2% | $4,762-74.3% |
| Participant deferral / active EE | $1,862 | $4,011-53.6% | $3,239-42.5% | $5,850-68.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |