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 | $129,188 | $180,449-28.4% | $154,107-16.2% | $135,375-4.6% |
| Participation rate | 36.4% | 87.4%-51.1pp | 83.0%-46.7pp | 82.6%-46.3pp |
| Annual return | -6.97% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,574 | $6,035-73.9% | $5,298-70.3% | $4,779-67.1% |
| Participant deferral / active EE | $3,393 | $5,806-41.6% | $5,081-33.2% | $5,609-39.5% |
| Admin fee / account holder | $96 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |