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 8-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 | $39,446 | $118,680-66.8% | $98,907-60.1% | $158,922-75.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 32.24% | 372.35%-340.1pp | 196.43%-164.2pp | 302.83%-270.6pp |
| Employer contribution / active EE | $1,100 | $3,333-67.0% | $2,689-59.1% | $4,761-76.9% |
| Participant deferral / active EE | $2,614 | $5,088-48.6% | $4,244-38.4% | $5,982-56.3% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |