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 5-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 | $33,951 | $142,344-76.1% | $119,609-71.6% | $134,475-74.8% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | 1156.76% | -12.44%+1169.2pp | -14.97%+1171.7pp | 417.96%+738.8pp |
| Employer contribution / active EE | $3,073 | $5,222-41.2% | $4,232-27.4% | $4,740-35.2% |
| Participant deferral / active EE | $2,420 | $6,469-62.6% | $5,602-56.8% | $6,400-62.2% |
| Admin fee / account holder | $108 | $13,584-99.2% | $10,323-99.0% | $11,426-99.1% |