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 | $15,166 | $55,706-72.8% | $75,886-80.0% | $72,985-79.2% |
| Participation rate | 40.7% | 61.1%-20.4pp | 69.3%-28.5pp | 69.5%-28.7pp |
| Annual return | 290.38% | 27.59%+262.8pp | 30.76%+259.6pp | 81.00%+209.4pp |
| Employer contribution / active EE | $1,249 | $1,687-25.9% | $2,500-50.0% | $2,440-48.8% |
| Participant deferral / active EE | $2,313 | $2,634-12.2% | $3,603-35.8% | $3,607-35.9% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |