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 4-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 | $27,772 | $70,756-60.7% | $65,493-57.6% | $142,382-80.5% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 22.39% | 1754.89%-1732.5pp | 982.45%-960.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,242 | $2,881-22.2% | $2,574-12.9% | $4,299-47.9% |
| Participant deferral / active EE | $2,242 | $4,637-51.7% | $3,961-43.4% | $6,507-65.5% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |