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 | $125,117 | $190,805-34.4% | $159,960-21.8% | $134,475-7.0% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -16.28% | 552.23%-568.5pp | 408.60%-424.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,225 | $4,995-75.5% | $4,226-71.0% | $4,740-74.2% |
| Participant deferral / active EE | $2,450 | $6,923-64.6% | $6,182-60.4% | $6,400-61.7% |
| Admin fee / account holder | $150 | $10,471-98.6% | $8,698-98.3% | $11,426-98.7% |