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 8-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 | $57,403 | $124,185-53.8% | $108,410-47.0% | $167,490-65.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 16.63% | 1379.64%-1363.0pp | 905.27%-888.6pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,814 | $4,187-56.7% | $3,558-49.0% | $4,837-62.5% |
| Participant deferral / active EE | $5,592 | $6,908-19.1% | $6,563-14.8% | $6,341-11.8% |
| Admin fee / account holder | $24 | $9,455-99.7% | $7,295-99.7% | $12,309-99.8% |