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 4-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 | $43,182 | $29,660+45.6% | $56,411-23.5% | $80,856-46.6% |
| Participation rate | 7.4% | 41.6%-34.2pp | 52.5%-45.1pp | 67.6%-60.2pp |
| Annual return | 14.01% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $210 | $669-68.7% | $1,039-79.8% | $2,755-92.4% |
| Participant deferral / active EE | $972 | $1,226-20.7% | $1,952-50.2% | $4,296-77.4% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |