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 | $13,415 | $88,751-84.9% | $81,812-83.6% | $145,922-90.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 15.18% | 1025.40%-1010.2pp | 773.79%-758.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,291 | $3,083-58.1% | $2,912-55.7% | $4,660-72.3% |
| Participant deferral / active EE | $1,865 | $4,643-59.8% | $4,319-56.8% | $6,688-72.1% |
| Admin fee / account holder | $86 | $8,415-99.0% | $7,386-98.8% | $13,397-99.4% |