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 | $78,159 | $73,515+6.3% | $62,995+24.1% | $147,584-47.0% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.8%-16.5pp | 82.8%-24.5pp |
| Annual return | 19.36% | 175.43%-156.1pp | 87.57%-68.2pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,412 | $3,320-57.5% | $2,759-48.8% | $4,876-71.1% |
| Participant deferral / active EE | $5,493 | $4,185+31.2% | $3,329+65.0% | $5,439+1.0% |
| Admin fee / account holder | -$105 | $5,953-101.8% | $3,600-102.9% | $10,885-101.0% |