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 | $22,620 | $88,751-74.5% | $81,812-72.4% | $145,922-84.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.93% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $893 | $3,083-71.0% | $2,912-69.3% | $4,660-80.8% |
| Participant deferral / active EE | $2,805 | $4,643-39.6% | $4,319-35.0% | $6,688-58.1% |
| Admin fee / account holder | $149 | $8,415-98.2% | $7,386-98.0% | $13,397-98.9% |