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 | $43,687 | $110,502-60.5% | $80,716-45.9% | $167,490-73.9% |
| Participation rate | 52.9% | 64.0%-11.0pp | 54.2%-1.2pp | 82.1%-29.2pp |
| Annual return | 23.53% | 120.54%-97.0pp | 87.28%-63.7pp | 478.56%-455.0pp |
| Employer contribution / active EE | $581 | $1,543-62.3% | $1,160-49.9% | $4,837-88.0% |
| Participant deferral / active EE | $3,259 | $2,871+13.5% | $2,146+51.9% | $6,341-48.6% |
| Admin fee / account holder | $4 | $4,545-99.9% | $3,380-99.9% | $12,309-100.0% |