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 7-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 | $23,185 | $70,606-67.2% | $53,898-57.0% | $142,382-83.7% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 21.09% | 619.81%-598.7pp | 528.60%-507.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $298 | $1,202-75.2% | $932-68.1% | $4,299-93.1% |
| Participant deferral / active EE | $1,755 | $2,364-25.8% | $1,826-3.9% | $6,507-73.0% |
| Admin fee / account holder | $286 | $2,852-90.0% | $2,491-88.5% | $12,624-97.7% |