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 9-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 | $24,642 | $88,751-72.2% | $81,812-69.9% | $145,922-83.1% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.3%-19.0pp | 80.3%-26.9pp |
| Annual return | 15.66% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,159 | $3,083-62.4% | $2,912-60.2% | $4,660-75.1% |
| Participant deferral / active EE | $1,440 | $4,643-69.0% | $4,319-66.6% | $6,688-78.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |