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 | $34,195 | $159,901-78.6% | $146,958-76.7% | $145,922-76.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.15% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,060 | $5,286-61.0% | $4,933-58.2% | $4,660-55.8% |
| Participant deferral / active EE | $2,860 | $8,428-66.1% | $8,070-64.6% | $6,688-57.2% |
| Admin fee / account holder | $48 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |