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 | $82,837 | $110,502-25.0% | $80,716+2.6% | $167,490-50.5% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 16.79% | 120.54%-103.8pp | 87.28%-70.5pp | 478.56%-461.8pp |
| Employer contribution / active EE | $574 | $1,543-62.8% | $1,160-50.6% | $4,837-88.1% |
| Participant deferral / active EE | $2,559 | $2,871-10.8% | $2,146+19.3% | $6,341-59.6% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |