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 | $12,691 | $96,305-86.8% | $80,569-84.2% | $139,434-90.9% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 13.85% | 1350.08%-1336.2pp | 935.43%-921.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $677 | $3,262-79.2% | $2,723-75.1% | $4,751-85.8% |
| Participant deferral / active EE | $1,650 | $5,232-68.5% | $4,447-62.9% | $6,710-75.4% |
| Admin fee / account holder | $14 | $6,599-99.8% | $5,377-99.7% | $11,403-99.9% |