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 | $123,225 | $176,662-30.2% | $130,648-5.7% | $152,861-19.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.4%-32.4pp |
| Annual return | 23.49% | 2692.24%-2668.8pp | 1708.96%-1685.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,792 | $5,742-68.8% | $4,092-56.2% | $4,762-62.4% |
| Participant deferral / active EE | $4,100 | $4,361-6.0% | $3,603+13.8% | $5,850-29.9% |
| Admin fee / account holder | $5 | $7,133-99.9% | $5,464-99.9% | $11,596-100.0% |