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 | $16,444 | $81,625-79.9% | $58,482-71.9% | $139,434-88.2% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 40.63% | 7404.20%-7363.6pp | 4239.32%-4198.7pp | 372.94%-332.3pp |
| Employer contribution / active EE | $4,758 | $1,398+240.3% | $1,053+351.8% | $4,751+0.2% |
| Participant deferral / active EE | $4,765 | $2,557+86.4% | $1,924+147.7% | $6,710-29.0% |
| Admin fee / account holder | $68 | $3,265-97.9% | $2,516-97.3% | $11,403-99.4% |