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 | $11,035 | $56,317-80.4% | $71,209-84.5% | $74,304-85.1% |
| Participation rate | 33.3% | 55.1%-21.8pp | 73.8%-40.4pp | 60.3%-27.0pp |
| Annual return | 3351.30% | 42.83%+3308.5pp | 282.51%+3068.8pp | 29.43%+3321.9pp |
| Employer contribution / active EE | $617 | $2,160-71.4% | $2,721-77.3% | $2,241-72.5% |
| Participant deferral / active EE | $1,678 | $2,788-39.8% | $4,175-59.8% | $3,767-55.4% |
| Admin fee / account holder | $226 | $2,290-90.1% | $5,349-95.8% | $2,969-92.4% |