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 3-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 | $6,928 | $109,982-93.7% | $97,226-92.9% | $145,922-95.3% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 21.17% | 242.90%-221.7pp | 75.13%-54.0pp | 561.29%-540.1pp |
| Employer contribution / active EE | $607 | $3,084-80.3% | $2,729-77.8% | $4,660-87.0% |
| Participant deferral / active EE | $1,253 | $4,676-73.2% | $4,264-70.6% | $6,688-81.3% |
| Admin fee / account holder | $55 | $6,221-99.1% | $5,654-99.0% | $13,397-99.6% |