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 | $69,002 | $226,064-69.5% | $182,532-62.2% | $152,861-54.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 17.66% | 192.51%-174.8pp | 148.54%-130.9pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,823 | $4,978-63.4% | $4,076-55.3% | $4,762-61.7% |
| Participant deferral / active EE | $6,384 | $6,368+0.3% | $5,524+15.6% | $5,850+9.1% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |