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 | $38,441 | $30,400+26.4% | $53,898-28.7% | $84,808-54.7% |
| Participation rate | 31.4% | 46.4%-15.0pp | 55.0%-23.5pp | 68.3%-36.9pp |
| Annual return | 27.87% | 500.19%-472.3pp | 528.60%-500.7pp | 40.90%-13.0pp |
| Employer contribution / active EE | $620 | $603+2.9% | $932-33.4% | $2,631-76.4% |
| Participant deferral / active EE | $2,278 | $1,199+90.1% | $1,826+24.7% | $4,212-45.9% |
| Admin fee / account holder | $1 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |