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 | $57,823 | $144,119-59.9% | $117,854-50.9% | $147,584-60.8% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 12.94% | 531.15%-518.2pp | 335.08%-322.1pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,399 | $4,896-71.4% | $3,786-63.1% | $4,876-71.3% |
| Participant deferral / active EE | $1,805 | $5,316-66.0% | $4,482-59.7% | $5,439-66.8% |
| Admin fee / account holder | $12 | $10,886-99.9% | $8,020-99.8% | $10,885-99.9% |