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 | $43,594 | $150,440-71.0% | $136,294-68.0% | $147,584-70.5% |
| Participation rate | 68.2% | 84.4%-16.2pp | 81.9%-13.7pp | 82.8%-14.6pp |
| Annual return | 19.69% | 1049.08%-1029.4pp | 5155.94%-5136.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,106 | $5,256-79.0% | $4,695-76.4% | $4,876-77.3% |
| Participant deferral / active EE | $2,288 | $6,630-65.5% | $6,247-63.4% | $5,439-57.9% |
| Admin fee / account holder | -$70 | $10,905-100.6% | $9,243-100.8% | $10,885-100.6% |