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 | $61,090 | $202,318-69.8% | $172,739-64.6% | $152,861-60.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 23.02% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,012 | $5,856-48.6% | $5,143-41.4% | $4,762-36.8% |
| Participant deferral / active EE | $4,504 | $5,948-24.3% | $5,198-13.3% | $5,850-23.0% |
| Admin fee / account holder | $191 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |