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 | $23,371 | $48,230-51.5% | $67,502-65.4% | $80,856-71.1% |
| Participation rate | 25.9% | 66.4%-40.4pp | 72.9%-46.9pp | 67.6%-41.7pp |
| Annual return | 14.39% | 18.28%-3.9pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $451 | $2,020-77.7% | $2,731-83.5% | $2,755-83.6% |
| Participant deferral / active EE | $1,700 | $2,924-41.9% | $4,000-57.5% | $4,296-60.4% |
| Admin fee / account holder | $244 | $3,681-93.4% | $3,998-93.9% | $6,918-96.5% |