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 6-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 | $31,488 | $99,877-68.5% | $84,966-62.9% | $145,922-78.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 15.98% | 83.76%-67.8pp | 66.38%-50.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,100 | $3,231-66.0% | $2,727-59.7% | $4,660-76.4% |
| Participant deferral / active EE | $1,100 | $5,291-79.2% | $4,519-75.7% | $6,688-83.6% |
| Admin fee / account holder | $44 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |