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 9-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 | $19,548 | $176,377-88.9% | $134,143-85.4% | $158,922-87.7% |
| Participation rate | 18.2% | 78.7%-60.5pp | 72.2%-54.0pp | 82.0%-63.8pp |
| Annual return | 4.75% | 63.63%-58.9pp | 36.33%-31.6pp | 302.83%-298.1pp |
| Employer contribution / active EE | $54 | $5,040-98.9% | $3,704-98.6% | $4,761-98.9% |
| Participant deferral / active EE | $67 | $4,091-98.4% | $3,499-98.1% | $5,982-98.9% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |