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 | $71,989 | $105,998-32.1% | $92,233-21.9% | $147,584-51.2% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 11.03% | 50.05%-39.0pp | 176.28%-165.3pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,925 | $4,333-55.6% | $3,679-47.7% | $4,876-60.5% |
| Participant deferral / active EE | $4,371 | $4,478-2.4% | $3,897+12.2% | $5,439-19.6% |
| Admin fee / account holder | $4 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |