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 6-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 | $12,827 | $123,909-89.6% | $69,647-81.6% | $145,922-91.2% |
| Participation rate | 62.5% | 69.2%-6.7pp | 66.5%-4.0pp | 80.3%-17.8pp |
| Annual return | 13.69% | 190.55%-176.9pp | 100.48%-86.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,307 | $2,682-51.3% | $1,712-23.7% | $4,660-72.0% |
| Participant deferral / active EE | $1,779 | $4,236-58.0% | $2,886-38.4% | $6,688-73.4% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |