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 | $84,780 | $117,841-28.1% | $102,423-17.2% | $145,922-41.9% |
| Participation rate | 38.5% | 78.6%-40.1pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 19.74% | 31.65%-11.9pp | 29.32%-9.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,112 | $3,615-69.2% | $3,023-63.2% | $4,660-76.1% |
| Participant deferral / active EE | $1,823 | $5,731-68.2% | $5,053-63.9% | $6,688-72.7% |
| Admin fee / account holder | $15 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |