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 | $30,875 | $70,606-56.3% | $53,898-42.7% | $142,382-78.3% |
| Participation rate | 41.7% | 63.7%-22.0pp | 55.0%-13.3pp | 80.1%-38.5pp |
| Annual return | 21.47% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $560 | $1,202-53.4% | $932-39.9% | $4,299-87.0% |
| Participant deferral / active EE | $3,554 | $2,364+50.3% | $1,826+94.6% | $6,507-45.4% |
| Admin fee / account holder | $238 | $2,852-91.6% | $2,491-90.4% | $12,624-98.1% |