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 | $33,259 | $30,400+9.4% | $53,898-38.3% | $84,808-60.8% |
| Participation rate | 18.4% | 46.4%-28.0pp | 55.0%-36.5pp | 68.3%-49.9pp |
| Annual return | 18.71% | 500.19%-481.5pp | 528.60%-509.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $129 | $603-78.6% | $932-86.2% | $2,631-95.1% |
| Participant deferral / active EE | $566 | $1,199-52.8% | $1,826-69.0% | $4,212-86.6% |
| Admin fee / account holder | $150 | $1,993-92.5% | $2,491-94.0% | $7,344-98.0% |