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 6-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 | $29,993 | $102,317-70.7% | $146,958-79.6% | $80,856-62.9% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.2%-30.2pp | 67.6%-15.6pp |
| Annual return | 12.96% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,767 | $3,713-52.4% | $4,933-64.2% | $2,755-35.8% |
| Participant deferral / active EE | $3,927 | $6,644-40.9% | $8,070-51.3% | $4,296-8.6% |
| Admin fee / account holder | $95 | $7,941-98.8% | $12,998-99.3% | $6,918-98.6% |