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 7-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 | $25,576 | $115,882-77.9% | $100,516-74.6% | $158,922-83.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 62.63% | 34.79%+27.8pp | 30.89%+31.7pp | 302.83%-240.2pp |
| Employer contribution / active EE | $3,000 | $4,103-26.9% | $3,418-12.2% | $4,761-37.0% |
| Participant deferral / active EE | $4,938 | $6,674-26.0% | $6,270-21.3% | $5,982-17.5% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |