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 | $33,591 | $109,982-69.5% | $97,226-65.5% | $145,922-77.0% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.4pp | 80.3%-21.9pp |
| Annual return | 11.73% | 242.90%-231.2pp | 75.13%-63.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $774 | $3,084-74.9% | $2,729-71.6% | $4,660-83.4% |
| Participant deferral / active EE | $1,597 | $4,676-65.8% | $4,264-62.5% | $6,688-76.1% |
| Admin fee / account holder | $157 | $6,221-97.5% | $5,654-97.2% | $13,397-98.8% |