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 4-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 | $18,005 | $169,032-89.3% | $129,207-86.1% | $145,922-87.7% |
| Participation rate | 58.3% | 76.4%-18.1pp | 69.6%-11.3pp | 80.3%-21.9pp |
| Annual return | 18.63% | 14330.11%-14311.5pp | 9417.33%-9398.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,306 | $5,537-76.4% | $4,153-68.6% | $4,660-72.0% |
| Participant deferral / active EE | $3,227 | $4,987-35.3% | $4,168-22.6% | $6,688-51.7% |
| Admin fee / account holder | $23 | $9,954-99.8% | $7,715-99.7% | $13,397-99.8% |