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 | $11,644 | $109,817-89.4% | $98,442-88.2% | $167,490-93.0% |
| Participation rate | 52.6% | 75.8%-23.2pp | 73.3%-20.7pp | 82.1%-29.5pp |
| Annual return | 11.36% | 1956.69%-1945.3pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $436 | $3,224-86.5% | $2,960-85.3% | $4,837-91.0% |
| Participant deferral / active EE | $1,159 | $4,673-75.2% | $4,276-72.9% | $6,341-81.7% |
| Admin fee / account holder | $30 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |