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 8-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 | $14,965 | $108,172-86.2% | $77,482-80.7% | $158,922-90.6% |
| Participation rate | 22.2% | 64.4%-42.2pp | 54.2%-32.0pp | 82.0%-59.7pp |
| Annual return | 31.00% | 31.67%-0.7pp | 54.79%-23.8pp | 302.83%-271.8pp |
| Employer contribution / active EE | $341 | $1,325-74.3% | $986-65.4% | $4,761-92.8% |
| Participant deferral / active EE | $793 | $2,456-67.7% | $1,861-57.4% | $5,982-86.7% |
| Admin fee / account holder | $28 | $3,708-99.3% | $2,858-99.0% | $11,246-99.8% |