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 | $28,953 | $80,724-64.1% | $103,333-72.0% | $74,495-61.1% |
| Participation rate | 28.9% | 65.7%-36.8pp | 74.5%-45.6pp | 67.2%-38.3pp |
| Annual return | 16.39% | 27.56%-11.2pp | 24.88%-8.5pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,105 | $3,157-65.0% | $3,868-71.4% | $2,623-57.9% |
| Participant deferral / active EE | $1,747 | $3,860-54.7% | $5,057-65.5% | $4,346-59.8% |
| Admin fee / account holder | $100 | $2,368-95.8% | $8,355-98.8% | $1,942-94.8% |