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 | $83,435 | $109,817-24.0% | $98,442-15.2% | $167,490-50.2% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 15.76% | 1956.69%-1940.9pp | 1492.73%-1477.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,306 | $3,224-59.5% | $2,960-55.9% | $4,837-73.0% |
| Participant deferral / active EE | $2,475 | $4,673-47.0% | $4,276-42.1% | $6,341-61.0% |
| Admin fee / account holder | $17 | $6,753-99.7% | $5,949-99.7% | $12,309-99.9% |