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 | $8,931 | $70,606-87.4% | $53,898-83.4% | $142,382-93.7% |
| Participation rate | 46.2% | 63.7%-17.6pp | 55.0%-8.8pp | 80.1%-34.0pp |
| Annual return | 20.47% | 619.81%-599.3pp | 528.60%-508.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $612 | $1,202-49.1% | $932-34.4% | $4,299-85.8% |
| Participant deferral / active EE | $612 | $2,364-74.1% | $1,826-66.5% | $6,507-90.6% |
| Admin fee / account holder | $127 | $2,852-95.6% | $2,491-94.9% | $12,624-99.0% |