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 | $41,137 | $118,849-65.4% | $96,562-57.4% | $167,490-75.4% |
| Participation rate | 56.3% | 75.5%-19.2pp | 69.8%-13.6pp | 82.1%-25.9pp |
| Annual return | 16.42% | 50.49%-34.1pp | 37.78%-21.4pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,229 | $3,120-60.6% | $2,356-47.9% | $4,837-74.6% |
| Participant deferral / active EE | $2,042 | $4,616-55.8% | $3,849-46.9% | $6,341-67.8% |
| Admin fee / account holder | $255 | $8,065-96.8% | $6,181-95.9% | $12,309-97.9% |