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 | $53,237 | $83,902-36.5% | $167,512-68.2% | $84,808-37.2% |
| Participation rate | 35.9% | 66.5%-30.6pp | 77.1%-41.2pp | 68.3%-32.4pp |
| Annual return | 13.44% | 91.55%-78.1pp | 1615.79%-1602.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $881 | $2,264-61.1% | $3,882-77.3% | $2,631-66.5% |
| Participant deferral / active EE | $3,089 | $4,442-30.5% | $6,405-51.8% | $4,212-26.7% |
| Admin fee / account holder | $244 | $7,915-96.9% | $9,769-97.5% | $7,344-96.7% |