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 | $31,185 | $157,256-80.2% | $141,162-77.9% | $152,861-79.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 28.75% | 64.32%-35.6pp | 71.39%-42.6pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,628 | $5,261-69.1% | $4,735-65.6% | $4,762-65.8% |
| Participant deferral / active EE | $2,812 | $7,109-60.5% | $6,709-58.1% | $5,850-51.9% |
| Admin fee / account holder | $213 | $12,120-98.2% | $10,261-97.9% | $11,596-98.2% |