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 | $63,740 | $106,890-40.4% | $84,015-24.1% | $152,861-58.3% |
| Participation rate | 22.2% | 75.2%-53.0pp | 69.0%-46.8pp | 82.4%-60.2pp |
| Annual return | 14.82% | 104.99%-90.2pp | 71.31%-56.5pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,103 | $2,734-59.6% | $1,983-44.4% | $4,762-76.8% |
| Participant deferral / active EE | $1,322 | $4,011-67.0% | $3,239-59.2% | $5,850-77.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |