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 3-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 | $9,853 | $90,348-89.1% | $75,972-87.0% | $145,922-93.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 10.42% | 620.88%-610.5pp | 359.55%-349.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $704 | $3,311-78.7% | $2,685-73.8% | $4,660-84.9% |
| Participant deferral / active EE | $1,255 | $5,162-75.7% | $4,255-70.5% | $6,688-81.2% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |