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 | $45,561 | $100,852-54.8% | $90,404-49.6% | $158,922-71.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 7.19% | 1724.20%-1717.0pp | 1293.02%-1285.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $975 | $3,689-73.6% | $3,262-70.1% | $4,761-79.5% |
| Participant deferral / active EE | $1,113 | $4,348-74.4% | $3,963-71.9% | $5,982-81.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |