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 | $60,113 | $105,998-43.3% | $92,233-34.8% | $147,584-59.3% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 16.92% | 50.05%-33.1pp | 176.28%-159.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,717 | $4,333-60.4% | $3,679-53.3% | $4,876-64.8% |
| Participant deferral / active EE | $4,149 | $4,478-7.3% | $3,897+6.5% | $5,439-23.7% |
| Admin fee / account holder | $68 | $6,332-98.9% | $5,194-98.7% | $10,885-99.4% |