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 | $49,575 | $109,817-54.9% | $98,442-49.6% | $167,490-70.4% |
| Participation rate | 65.0% | 75.8%-10.8pp | 73.3%-8.3pp | 82.1%-17.1pp |
| Annual return | 16.81% | 1956.69%-1939.9pp | 1492.73%-1475.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,710 | $3,224-47.0% | $2,960-42.2% | $4,837-64.7% |
| Participant deferral / active EE | $2,256 | $4,673-51.7% | $4,276-47.2% | $6,341-64.4% |
| Admin fee / account holder | $219 | $6,753-96.8% | $5,949-96.3% | $12,309-98.2% |