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 | $8,058 | $30,400-73.5% | $53,898-85.0% | $84,808-90.5% |
| Participation rate | 66.7% | 46.4%+20.2pp | 55.0%+11.7pp | 68.3%-1.6pp |
| Annual return | 31.84% | 500.19%-468.3pp | 528.60%-496.8pp | 40.90%-9.1pp |
| Employer contribution / active EE | $608 | $603+0.8% | $932-34.8% | $2,631-76.9% |
| Participant deferral / active EE | $1,907 | $1,199+59.1% | $1,826+4.4% | $4,212-54.7% |
| Admin fee / account holder | $172 | $1,993-91.4% | $2,491-93.1% | $7,344-97.7% |