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 | $115,174 | $150,440-23.4% | $136,294-15.5% | $147,584-22.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 25.03% | 1049.08%-1024.1pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $2,485 | $5,256-52.7% | $4,695-47.1% | $4,876-49.0% |
| Participant deferral / active EE | $5,961 | $6,630-10.1% | $6,247-4.6% | $5,439+9.6% |
| Admin fee / account holder | $244 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |