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 | $29,526 | $70,606-58.2% | $53,898-45.2% | $142,382-79.3% |
| Participation rate | 36.8% | 63.7%-26.9pp | 55.0%-18.1pp | 80.1%-43.3pp |
| Annual return | 18.37% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $542 | $1,202-54.9% | $932-41.8% | $4,299-87.4% |
| Participant deferral / active EE | $1,678 | $2,364-29.0% | $1,826-8.1% | $6,507-74.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |