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 | $82,024 | $81,625+0.5% | $58,482+40.3% | $139,434-41.2% |
| Participation rate | 9.5% | 61.3%-51.8pp | 50.9%-41.3pp | 80.3%-70.8pp |
| Annual return | 18.97% | 7404.20%-7385.2pp | 4239.32%-4220.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $159 | $1,398-88.6% | $1,053-84.9% | $4,751-96.6% |
| Participant deferral / active EE | $1,199 | $2,557-53.1% | $1,924-37.7% | $6,710-82.1% |
| Admin fee / account holder | $3 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |