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 | $63,681 | $144,119-55.8% | $117,854-46.0% | $147,584-56.9% |
| Participation rate | 37.5% | 83.4%-45.9pp | 79.7%-42.2pp | 82.8%-45.3pp |
| Annual return | 13.37% | 531.15%-517.8pp | 335.08%-321.7pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,917 | $4,896-40.4% | $3,786-23.0% | $4,876-40.2% |
| Participant deferral / active EE | $9,000 | $5,316+69.3% | $4,482+100.8% | $5,439+65.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |