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 | $38,619 | $76,738-49.7% | $56,411-31.5% | $145,922-73.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 21.74% | 2994.23%-2972.5pp | 1701.33%-1679.6pp | 561.29%-539.5pp |
| Employer contribution / active EE | $905 | $1,380-34.4% | $1,039-12.9% | $4,660-80.6% |
| Participant deferral / active EE | $2,894 | $2,623+10.3% | $1,952+48.3% | $6,688-56.7% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |