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 5-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 | $33,062 | $109,327-69.8% | $89,391-63.0% | $158,922-79.2% |
| Participation rate | 7.7% | 74.3%-66.6pp | 68.0%-60.3pp | 82.0%-74.3pp |
| Annual return | 10.23% | 345.68%-335.5pp | 245.62%-235.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $189 | $6,153-96.9% | $4,881-96.1% | $11,246-98.3% |