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 5-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 | $40,235 | $124,281-67.6% | $109,143-63.1% | $167,490-76.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 17.90% | 26.04%-8.1pp | 25.75%-7.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $919 | $4,207-78.2% | $3,722-75.3% | $4,837-81.0% |
| Participant deferral / active EE | $11,375 | $5,255+116.5% | $4,653+144.5% | $6,341+79.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |