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 | $66,155 | $176,662-62.6% | $130,648-49.4% | $152,861-56.7% |
| Participation rate | 36.4% | 79.0%-42.6pp | 71.7%-35.4pp | 82.4%-46.1pp |
| Annual return | 13.09% | 2692.24%-2679.2pp | 1708.96%-1695.9pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,140 | $5,742-80.1% | $4,092-72.1% | $4,762-76.1% |
| Participant deferral / active EE | $1,154 | $4,361-73.5% | $3,603-68.0% | $5,850-80.3% |
| Admin fee / account holder | $25 | $7,133-99.6% | $5,464-99.5% | $11,596-99.8% |