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 | $13,641 | $110,502-87.7% | $80,716-83.1% | $167,490-91.9% |
| Participation rate | 26.1% | 64.0%-37.9pp | 54.2%-28.1pp | 82.1%-56.0pp |
| Annual return | 38.50% | 120.54%-82.0pp | 87.28%-48.8pp | 478.56%-440.1pp |
| Employer contribution / active EE | $543 | $1,543-64.8% | $1,160-53.1% | $4,837-88.8% |
| Participant deferral / active EE | $1,402 | $2,871-51.2% | $2,146-34.7% | $6,341-77.9% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |