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 | $65,422 | $30,400+115.2% | $53,898+21.4% | $84,808-22.9% |
| Participation rate | 9.4% | 46.4%-37.1pp | 55.0%-45.6pp | 68.3%-58.9pp |
| Annual return | 20.02% | 500.19%-480.2pp | 528.60%-508.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $215 | $603-64.3% | $932-76.9% | $2,631-91.8% |
| Participant deferral / active EE | $965 | $1,199-19.5% | $1,826-47.2% | $4,212-77.1% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |