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 | $111,620 | $138,044-19.1% | $125,339-10.9% | $134,475-17.0% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -17.33% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,038 | $5,243-42.1% | $4,814-36.9% | $4,740-35.9% |
| Participant deferral / active EE | $8,581 | $7,799+10.0% | $7,446+15.2% | $6,400+34.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |