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 | $20,559 | $105,998-80.6% | $92,233-77.7% | $147,584-86.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 26.03% | 50.05%-24.0pp | 176.28%-150.3pp | 578.55%-552.5pp |
| Employer contribution / active EE | $736 | $4,333-83.0% | $3,679-80.0% | $4,876-84.9% |
| Participant deferral / active EE | $2,392 | $4,478-46.6% | $3,897-38.6% | $5,439-56.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |