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 | $7,714 | $76,738-89.9% | $56,411-86.3% | $145,922-94.7% |
| Participation rate | 46.2% | 63.2%-17.1pp | 52.5%-6.3pp | 80.3%-34.1pp |
| Annual return | 30.14% | 2994.23%-2964.1pp | 1701.33%-1671.2pp | 561.29%-531.1pp |
| Employer contribution / active EE | $529 | $1,380-61.7% | $1,039-49.1% | $4,660-88.7% |
| Participant deferral / active EE | $1,716 | $2,623-34.6% | $1,952-12.1% | $6,688-74.3% |
| Admin fee / account holder | $72 | $3,334-97.9% | $2,829-97.5% | $13,397-99.5% |