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 | $15,892 | $57,281-72.3% | $86,612-81.7% | $75,163-78.9% |
| Participation rate | 68.3% | 63.2%+5.1pp | 71.7%-3.4pp | 67.2%+1.1pp |
| Annual return | 19.73% | 2670.75%-2651.0pp | 591.07%-571.3pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,081 | $2,314-53.3% | $3,022-64.2% | $2,670-59.5% |
| Participant deferral / active EE | $2,248 | $3,318-32.2% | $4,438-49.3% | $4,125-45.5% |
| Admin fee / account holder | $90 | $4,112-97.8% | $5,614-98.4% | $5,651-98.4% |