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 | $58,339 | $106,890-45.4% | $84,015-30.6% | $152,861-61.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 19.94% | 104.99%-85.0pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $773 | $2,734-71.7% | $1,983-61.0% | $4,762-83.8% |
| Participant deferral / active EE | $2,985 | $4,011-25.6% | $3,239-7.8% | $5,850-49.0% |
| Admin fee / account holder | $219 | $8,285-97.4% | $6,101-96.4% | $11,596-98.1% |