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 3-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 | $33,271 | $90,348-63.2% | $75,972-56.2% | $145,922-77.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.44% | 620.88%-606.4pp | 359.55%-345.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,624 | $3,311-51.0% | $2,685-39.5% | $4,660-65.2% |
| Participant deferral / active EE | $2,451 | $5,162-52.5% | $4,255-42.4% | $6,688-63.3% |
| Admin fee / account holder | $58 | $8,467-99.3% | $6,467-99.1% | $13,397-99.6% |