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 | $49,351 | $85,766-42.5% | $136,294-63.8% | $70,131-29.6% |
| Participation rate | 29.6% | 74.2%-44.5pp | 81.9%-52.3pp | 69.5%-39.9pp |
| Annual return | 29.46% | 31.45%-2.0pp | 5155.94%-5126.5pp | 73.14%-43.7pp |
| Employer contribution / active EE | $570 | $2,966-80.8% | $4,695-87.9% | $2,342-75.7% |
| Participant deferral / active EE | $2,766 | $5,051-45.2% | $6,247-55.7% | $3,332-17.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |