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 | $12,816 | $70,606-81.8% | $53,898-76.2% | $142,382-91.0% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 17.18% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $464 | $1,202-61.4% | $932-50.2% | $4,299-89.2% |
| Participant deferral / active EE | $537 | $2,364-77.3% | $1,826-70.6% | $6,507-91.7% |
| Admin fee / account holder | $79 | $2,852-97.2% | $2,491-96.8% | $12,624-99.4% |