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 5-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 | $36,385 | $30,400+19.7% | $53,898-32.5% | $84,808-57.1% |
| Participation rate | 13.0% | 46.4%-33.4pp | 55.0%-41.9pp | 68.3%-55.3pp |
| Annual return | 19.73% | 500.19%-480.5pp | 528.60%-508.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $299 | $603-50.4% | $932-67.9% | $2,631-88.6% |
| Participant deferral / active EE | $854 | $1,199-28.7% | $1,826-53.2% | $4,212-79.7% |
| Admin fee / account holder | $177 | $1,993-91.1% | $2,491-92.9% | $7,344-97.6% |