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 | $28,592 | $105,998-73.0% | $92,233-69.0% | $147,584-80.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 15.95% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,420 | $4,333-67.2% | $3,679-61.4% | $4,876-70.9% |
| Participant deferral / active EE | $2,777 | $4,478-38.0% | $3,897-28.7% | $5,439-48.9% |
| Admin fee / account holder | $1 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |