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 | $40,653 | $60,022-32.3% | $88,946-54.3% | $84,808-52.1% |
| Participation rate | 29.0% | 57.8%-28.8pp | 68.8%-39.8pp | 68.3%-39.3pp |
| Annual return | 14.94% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,015 | $1,703-40.4% | $2,555-60.3% | $2,631-61.4% |
| Participant deferral / active EE | $2,369 | $3,114-23.9% | $4,581-48.3% | $4,212-43.8% |
| Admin fee / account holder | $38 | $4,811-99.2% | $8,261-99.5% | $7,344-99.5% |