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 | $22,736 | $110,502-79.4% | $80,716-71.8% | $167,490-86.4% |
| Participation rate | 28.6% | 64.0%-35.4pp | 54.2%-25.6pp | 82.1%-53.5pp |
| Annual return | 71.65% | 120.54%-48.9pp | 87.28%-15.6pp | 478.56%-406.9pp |
| Employer contribution / active EE | $767 | $1,543-50.3% | $1,160-33.9% | $4,837-84.1% |
| Participant deferral / active EE | $1,727 | $2,871-39.8% | $2,146-19.5% | $6,341-72.8% |
| Admin fee / account holder | $18 | $4,545-99.6% | $3,380-99.5% | $12,309-99.9% |