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 | $17,163 | $48,795-64.8% | $65,493-73.8% | $84,808-79.8% |
| Participation rate | 64.5% | 67.0%-2.5pp | 73.1%-8.6pp | 68.3%-3.8pp |
| Annual return | 21.54% | 20.20%+1.3pp | 982.45%-960.9pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,154 | $1,930-40.2% | $2,574-55.2% | $2,631-56.1% |
| Participant deferral / active EE | $3,233 | $2,928+10.4% | $3,961-18.4% | $4,212-23.2% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |