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 | $92,039 | $67,331+36.7% | $60,874+51.2% | $134,475-31.6% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.1%-27.7pp | 81.2%-35.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $823 | $3,096-73.4% | $2,701-69.5% | $4,740-82.6% |
| Participant deferral / active EE | $2,080 | $4,538-54.2% | $3,817-45.5% | $6,400-67.5% |
| Admin fee / account holder | $33 | $4,582-99.3% | $3,224-99.0% | $11,426-99.7% |