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 3-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 | $30,014 | $30,400-1.3% | $53,898-44.3% | $84,808-64.6% |
| Participation rate | 10.9% | 46.4%-35.6pp | 55.0%-44.1pp | 68.3%-57.4pp |
| Annual return | 22.87% | 500.19%-477.3pp | 528.60%-505.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $415 | $603-31.1% | $932-55.5% | $2,631-84.2% |
| Participant deferral / active EE | $415 | $1,199-65.4% | $1,826-77.3% | $4,212-90.1% |
| Admin fee / account holder | $20 | $1,993-99.0% | $2,491-99.2% | $7,344-99.7% |