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 8-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 | $64,566 | $100,852-36.0% | $90,404-28.6% | $158,922-59.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 21.27% | 1724.20%-1702.9pp | 1293.02%-1271.7pp | 302.83%-281.6pp |
| Employer contribution / active EE | $970 | $3,689-73.7% | $3,262-70.3% | $4,761-79.6% |
| Participant deferral / active EE | $5,111 | $4,348+17.6% | $3,963+29.0% | $5,982-14.6% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |