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 | $53,114 | $171,865-69.1% | $149,718-64.5% | $147,584-64.0% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 16.13% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,132 | $6,275-66.0% | $5,445-60.8% | $4,876-56.3% |
| Participant deferral / active EE | $2,713 | $7,271-62.7% | $6,569-58.7% | $5,439-50.1% |
| Admin fee / account holder | $174 | $13,799-98.7% | $11,283-98.5% | $10,885-98.4% |