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 | $40,946 | $176,056-76.7% | $159,436-74.3% | $167,490-75.6% |
| Participation rate | 53.3% | 84.9%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 35.59% | 331.75%-296.2pp | 263.57%-228.0pp | 478.56%-443.0pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,961 | $7,750-48.9% | $7,352-46.1% | $6,341-37.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |