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 | $19,339 | $159,901-87.9% | $146,958-86.8% | $145,922-86.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.84% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,629 | $5,286-69.2% | $4,933-67.0% | $4,660-65.0% |
| Participant deferral / active EE | $4,163 | $8,428-50.6% | $8,070-48.4% | $6,688-37.8% |
| Admin fee / account holder | $140 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |