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 | $20,066 | $81,625-75.4% | $58,482-65.7% | $139,434-85.6% |
| Participation rate | 42.1% | 61.3%-19.2pp | 50.9%-8.8pp | 80.3%-38.2pp |
| Annual return | 33.34% | 7404.20%-7370.9pp | 4239.32%-4206.0pp | 372.94%-339.6pp |
| Employer contribution / active EE | $482 | $1,398-65.5% | $1,053-54.2% | $4,751-89.8% |
| Participant deferral / active EE | $3,781 | $2,557+47.9% | $1,924+96.5% | $6,710-43.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |