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 | $34,500 | $27,915+23.6% | $58,482-41.0% | $75,163-54.1% |
| Participation rate | 7.1% | 38.8%-31.7pp | 50.9%-43.7pp | 67.2%-60.0pp |
| Annual return | 370.82% | 44.20%+326.6pp | 4239.32%-3868.5pp | 160.62%+210.2pp |
| Employer contribution / active EE | $779 | $669+16.5% | $1,053-26.0% | $2,670-70.8% |
| Participant deferral / active EE | $1,739 | $1,201+44.8% | $1,924-9.6% | $4,125-57.8% |
| Admin fee / account holder | $78 | $1,726-95.5% | $2,516-96.9% | $5,651-98.6% |