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 | $26,467 | $136,179-80.6% | $98,755-73.2% | $167,490-84.2% |
| Participation rate | 30.0% | 70.2%-40.2pp | 65.7%-35.7pp | 82.1%-52.1pp |
| Annual return | 7.04% | 67.53%-60.5pp | 49.91%-42.9pp | 478.56%-471.5pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $728 | $3,716-80.4% | $3,035-76.0% | $6,341-88.5% |
| Admin fee / account holder | $27 | $5,031-99.5% | $4,076-99.3% | $12,309-99.8% |