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 | $23,560 | $72,400-67.5% | $67,502-65.1% | $145,922-83.9% |
| Participation rate | 35.7% | 76.9%-41.1pp | 72.9%-37.2pp | 80.3%-44.6pp |
| Annual return | 11.92% | 7182.46%-7170.5pp | 3512.12%-3500.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,441 | $3,069-20.5% | $2,731-10.6% | $4,660-47.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |