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 | $51,262 | $100,852-49.2% | $90,404-43.3% | $158,922-67.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 6.67% | 1724.20%-1717.5pp | 1293.02%-1286.3pp | 302.83%-296.2pp |
| Employer contribution / active EE | $939 | $3,689-74.5% | $3,262-71.2% | $4,761-80.3% |
| Participant deferral / active EE | $3,006 | $4,348-30.9% | $3,963-24.2% | $5,982-49.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |