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 | $43,539 | $105,998-58.9% | $92,233-52.8% | $147,584-70.5% |
| Participation rate | 68.2% | 80.4%-12.2pp | 76.5%-8.3pp | 82.8%-14.6pp |
| Annual return | 18.31% | 50.05%-31.7pp | 176.28%-158.0pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,272 | $4,333-70.6% | $3,679-65.4% | $4,876-73.9% |
| Participant deferral / active EE | $2,508 | $4,478-44.0% | $3,897-35.6% | $5,439-53.9% |
| Admin fee / account holder | $7 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |