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 | $131,863 | $176,812-25.4% | $146,665-10.1% | $167,490-21.3% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 13.19% | 24.03%-10.8pp | 22.74%-9.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,035 | $5,160-60.6% | $4,136-50.8% | $4,837-57.9% |
| Participant deferral / active EE | $5,530 | $6,440-14.1% | $5,506+0.4% | $6,341-12.8% |
| Admin fee / account holder | $214 | $13,259-98.4% | $10,280-97.9% | $12,309-98.3% |