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 | $83,022 | $176,377-52.9% | $134,143-38.1% | $158,922-47.8% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 14.45% | 63.63%-49.2pp | 36.33%-21.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $701 | $5,040-86.1% | $3,704-81.1% | $4,761-85.3% |
| Participant deferral / active EE | $9,750 | $4,091+138.3% | $3,499+178.7% | $5,982+63.0% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |