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 7-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 | $44,852 | $169,032-73.5% | $129,207-65.3% | $145,922-69.3% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 12.71% | 14330.11%-14317.4pp | 9417.33%-9404.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $412 | $5,537-92.6% | $4,153-90.1% | $4,660-91.2% |
| Participant deferral / active EE | $1,819 | $4,987-63.5% | $4,168-56.4% | $6,688-72.8% |
| Admin fee / account holder | $41 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |