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 | $25,465 | $111,724-77.2% | $93,606-72.8% | $145,922-82.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 9.88% | 202.98%-193.1pp | 133.20%-123.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,094 | $3,090-64.6% | $2,420-54.8% | $4,660-76.5% |
| Participant deferral / active EE | $2,245 | $4,912-54.3% | $4,411-49.1% | $6,688-66.4% |
| Admin fee / account holder | $193 | $10,250-98.1% | $8,285-97.7% | $13,397-98.6% |