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 | $38,945 | $53,127-26.7% | $86,590-55.0% | $70,131-44.5% |
| Participation rate | 55.2% | 65.3%-10.1pp | 73.5%-18.4pp | 69.5%-14.4pp |
| Annual return | 82.75% | 27.66%+55.1pp | 964.84%-882.1pp | 73.14%+9.6pp |
| Employer contribution / active EE | $1,652 | $2,068-20.1% | $2,839-41.8% | $2,342-29.5% |
| Participant deferral / active EE | $2,860 | $2,696+6.1% | $3,609-20.8% | $3,332-14.2% |
| Admin fee / account holder | $75 | $3,585-97.9% | $4,906-98.5% | $4,645-98.4% |