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 | $42,942 | $102,604-58.1% | $86,188-50.2% | $139,434-69.2% |
| Participation rate | 46.2% | 74.5%-28.3pp | 69.0%-22.8pp | 80.3%-34.2pp |
| Annual return | 28.45% | 1922.51%-1894.1pp | 1168.45%-1140.0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $2,334 | $3,032-23.0% | $2,380-1.9% | $4,751-50.9% |
| Participant deferral / active EE | $4,657 | $4,676-0.4% | $3,985+16.8% | $6,710-30.6% |
| Admin fee / account holder | $229 | $8,657-97.4% | $6,852-96.7% | $11,403-98.0% |