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 | $88,191 | $110,502-20.2% | $80,716+9.3% | $167,490-47.3% |
| Participation rate | 42.9% | 64.0%-21.1pp | 54.2%-11.3pp | 82.1%-39.2pp |
| Annual return | 28.58% | 120.54%-92.0pp | 87.28%-58.7pp | 478.56%-450.0pp |
| Employer contribution / active EE | $875 | $1,543-43.3% | $1,160-24.5% | $4,837-81.9% |
| Participant deferral / active EE | $3,593 | $2,871+25.2% | $2,146+67.4% | $6,341-43.3% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |