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 | $51,299 | $202,318-74.6% | $172,739-70.3% | $152,861-66.4% |
| Participation rate | 45.0% | 87.1%-42.1pp | 82.6%-37.6pp | 82.4%-37.4pp |
| Annual return | 15.27% | 1029.65%-1014.4pp | 802.84%-787.6pp | 345.32%-330.0pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,354 | $5,948-60.4% | $5,198-54.7% | $5,850-59.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |