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 | $56,205 | $29,660+89.5% | $56,411-0.4% | $80,856-30.5% |
| Participation rate | 16.7% | 41.6%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 17.31% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $493 | $669-26.3% | $1,039-52.5% | $2,755-82.1% |
| Participant deferral / active EE | $1,586 | $1,226+29.4% | $1,952-18.7% | $4,296-63.1% |
| Admin fee / account holder | $2 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |