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 | $55,101 | $105,998-48.0% | $92,233-40.3% | $147,584-62.7% |
| Participation rate | 52.2% | 80.4%-28.2pp | 76.5%-24.3pp | 82.8%-30.7pp |
| Annual return | 14.35% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,022 | $4,333-53.3% | $3,679-45.1% | $4,876-58.5% |
| Participant deferral / active EE | $3,220 | $4,478-28.1% | $3,897-17.4% | $5,439-40.8% |
| Admin fee / account holder | $185 | $6,332-97.1% | $5,194-96.4% | $10,885-98.3% |