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 3-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 | $34,043 | $30,400+12.0% | $53,898-36.8% | $84,808-59.9% |
| Participation rate | 28.3% | 46.4%-18.1pp | 55.0%-26.6pp | 68.3%-40.0pp |
| Annual return | 25.59% | 500.19%-474.6pp | 528.60%-503.0pp | 40.90%-15.3pp |
| Employer contribution / active EE | $661 | $603+9.6% | $932-29.1% | $2,631-74.9% |
| Participant deferral / active EE | $2,326 | $1,199+94.0% | $1,826+27.3% | $4,212-44.8% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |