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 | $44,883 | $30,400+47.6% | $53,898-16.7% | $84,808-47.1% |
| Participation rate | 26.5% | 46.4%-20.0pp | 55.0%-28.5pp | 68.3%-41.8pp |
| Annual return | 25.91% | 500.19%-474.3pp | 528.60%-502.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $333 | $603-44.7% | $932-64.2% | $2,631-87.3% |
| Participant deferral / active EE | $1,704 | $1,199+42.1% | $1,826-6.7% | $4,212-59.6% |
| Admin fee / account holder | $1 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |