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 | $127,605 | $100,852+26.5% | $90,404+41.1% | $158,922-19.7% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 8.26% | 1724.20%-1715.9pp | 1293.02%-1284.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $863 | $3,689-76.6% | $3,262-73.6% | $4,761-81.9% |
| Participant deferral / active EE | $3,617 | $4,348-16.8% | $3,963-8.7% | $5,982-39.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |