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 8-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 | $14,227 | $95,193-85.1% | $76,523-81.4% | $135,375-89.5% |
| Participation rate | 44.4% | 74.4%-29.9pp | 68.0%-23.6pp | 82.6%-38.2pp |
| Annual return | 32.84% | 4.85%+28.0pp | -0.27%+33.1pp | 519.73%-486.9pp |
| Employer contribution / active EE | $706 | $3,302-78.6% | $2,647-73.3% | $4,779-85.2% |
| Participant deferral / active EE | $2,634 | $4,639-43.2% | $3,835-31.3% | $5,609-53.0% |
| Admin fee / account holder | $43 | $6,249-99.3% | $4,848-99.1% | $10,827-99.6% |