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 | $107,243 | $96,635+11.0% | $86,612+23.8% | $139,434-23.1% |
| Participation rate | 42.1% | 74.4%-32.3pp | 71.7%-29.6pp | 80.3%-38.2pp |
| Annual return | 18.29% | 106.41%-88.1pp | 591.07%-572.8pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,966 | $3,263-9.1% | $3,022-1.9% | $4,751-37.6% |
| Participant deferral / active EE | $5,614 | $4,836+16.1% | $4,438+26.5% | $6,710-16.3% |
| Admin fee / account holder | $32 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |