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 5-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 | $55,282 | $30,400+81.8% | $53,898+2.6% | $84,808-34.8% |
| Participation rate | 17.2% | 46.4%-29.2pp | 55.0%-37.7pp | 68.3%-51.1pp |
| Annual return | 23.11% | 500.19%-477.1pp | 528.60%-505.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $238 | $603-60.6% | $932-74.5% | $2,631-91.0% |
| Participant deferral / active EE | $1,027 | $1,199-14.3% | $1,826-43.8% | $4,212-75.6% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |