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 | $30,642 | $155,788-80.3% | $124,672-75.4% | $167,490-81.7% |
| Participation rate | 37.5% | 81.1%-43.6pp | 74.6%-37.1pp | 82.1%-44.6pp |
| Annual return | 18.86% | 17.97%+0.9pp | 5142.93%-5124.1pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,627 | $4,163-60.9% | $3,324-51.0% | $4,837-66.4% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $137 | $9,531-98.6% | $7,493-98.2% | $12,309-98.9% |