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 7-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 | $13,371 | $65,409-79.6% | $98,442-86.4% | $85,850-84.4% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.3%-12.2pp |
| Annual return | 21.86% | 21.76%+0.1pp | 1492.73%-1470.9pp | 318.53%-296.7pp |
| Employer contribution / active EE | $1,517 | $2,168-30.0% | $2,960-48.8% | $2,565-40.9% |
| Participant deferral / active EE | $2,356 | $3,166-25.6% | $4,276-44.9% | $3,952-40.4% |
| Admin fee / account holder | $288 | $4,593-93.7% | $5,949-95.2% | $6,260-95.4% |