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 | $67,308 | $102,966-34.6% | $90,281-25.4% | $152,861-56.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 26.02% | 95.16%-69.1pp | 78.10%-52.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,783 | $3,139-43.2% | $2,854-37.5% | $4,762-62.6% |
| Participant deferral / active EE | $3,330 | $4,281-22.2% | $3,885-14.3% | $5,850-43.1% |
| Admin fee / account holder | $22 | $6,171-99.6% | $5,351-99.6% | $11,596-99.8% |