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 | $90,179 | $74,888+20.4% | $71,209+26.6% | $142,382-36.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 45.03% | 345.14%-300.1pp | 282.51%-237.5pp | 217.08%-172.0pp |
| Employer contribution / active EE | $1,356 | $2,854-52.5% | $2,721-50.2% | $4,299-68.5% |
| Participant deferral / active EE | $4,475 | $4,454+0.5% | $4,175+7.2% | $6,507-31.2% |
| Admin fee / account holder | $220 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |