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 | $16,507 | $107,934-84.7% | $91,989-82.1% | $152,861-89.2% |
| Participation rate | 25.0% | 81.2%-56.2pp | 78.6%-53.6pp | 82.4%-57.4pp |
| Annual return | 26.79% | 89.24%-62.5pp | 69.02%-42.2pp | 345.32%-318.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $77 | $10,520-99.3% | $7,743-99.0% | $11,596-99.3% |