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 | $22,253 | $65,409-66.0% | $98,442-77.4% | $85,850-74.1% |
| Participation rate | 46.7% | 65.0%-18.3pp | 73.3%-26.7pp | 69.3%-22.6pp |
| Annual return | 13.43% | 21.76%-8.3pp | 1492.73%-1479.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $511 | $2,168-76.4% | $2,960-82.7% | $2,565-80.1% |
| Participant deferral / active EE | $1,877 | $3,166-40.7% | $4,276-56.1% | $3,952-52.5% |
| Admin fee / account holder | $135 | $4,593-97.1% | $5,949-97.7% | $6,260-97.8% |