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 | $50,728 | $102,604-50.6% | $86,188-41.1% | $139,434-63.6% |
| Participation rate | 59.1% | 74.5%-15.4pp | 69.0%-9.9pp | 80.3%-21.2pp |
| Annual return | 13.64% | 1922.51%-1908.9pp | 1168.45%-1154.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,485 | $4,676-68.2% | $3,985-62.7% | $6,710-77.9% |
| Admin fee / account holder | $157 | $8,657-98.2% | $6,852-97.7% | $11,403-98.6% |