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 | $51,568 | $157,256-67.2% | $141,162-63.5% | $152,861-66.3% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.4%-43.6pp |
| Annual return | 32.86% | 64.32%-31.5pp | 71.39%-38.5pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,354 | $5,261-74.3% | $4,735-71.4% | $4,762-71.6% |
| Participant deferral / active EE | $3,039 | $7,109-57.3% | $6,709-54.7% | $5,850-48.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |