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 | $51,552 | $84,402-38.9% | $61,373-16.0% | $134,475-61.7% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | 1.41% | 584.55%-583.1pp | 338.61%-337.2pp | 417.96%-416.6pp |
| Employer contribution / active EE | $504 | $1,544-67.4% | $1,159-56.5% | $4,740-89.4% |
| Participant deferral / active EE | $630 | $2,819-77.7% | $2,125-70.4% | $6,400-90.2% |
| Admin fee / account holder | $62 | $2,585-97.6% | $2,130-97.1% | $11,426-99.5% |