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 | $109,940 | $88,751+23.9% | $81,812+34.4% | $145,922-24.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.92% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,289 | $3,083-58.2% | $2,912-55.7% | $4,660-72.3% |
| Participant deferral / active EE | $3,927 | $4,643-15.4% | $4,319-9.1% | $6,688-41.3% |
| Admin fee / account holder | $39 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |