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 4-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 | $39,705 | $159,901-75.2% | $146,958-73.0% | $145,922-72.8% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 21.64% | 98.13%-76.5pp | 418.34%-396.7pp | 561.29%-539.6pp |
| Employer contribution / active EE | $1,312 | $5,286-75.2% | $4,933-73.4% | $4,660-71.8% |
| Participant deferral / active EE | $4,198 | $8,428-50.2% | $8,070-48.0% | $6,688-37.2% |
| Admin fee / account holder | $90 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |