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 9-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 | $40,283 | $108,642-62.9% | $74,701-46.1% | $152,861-73.6% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 23.85% | 114.06%-90.2pp | 752.92%-729.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $217 | $1,503-85.6% | $1,084-80.0% | $4,762-95.4% |
| Participant deferral / active EE | $3,625 | $2,712+33.6% | $1,964+84.6% | $5,850-38.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |