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 7-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 | $46,029 | $72,400-36.4% | $67,502-31.8% | $145,922-68.5% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 12.82% | 7182.46%-7169.6pp | 3512.12%-3499.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,298 | $3,069-57.7% | $2,731-52.5% | $4,660-72.2% |
| Participant deferral / active EE | $3,483 | $4,783-27.2% | $4,000-12.9% | $6,688-47.9% |
| Admin fee / account holder | $15 | $5,539-99.7% | $3,998-99.6% | $13,397-99.9% |