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 | $73,719 | $159,901-53.9% | $146,958-49.8% | $145,922-49.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.77% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,928 | $5,286-63.5% | $4,933-60.9% | $4,660-58.6% |
| Participant deferral / active EE | $3,943 | $8,428-53.2% | $8,070-51.1% | $6,688-41.0% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |