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 4-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 | $34,840 | $70,606-50.7% | $53,898-35.4% | $142,382-75.5% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 27.66% | 619.81%-592.2pp | 528.60%-500.9pp | 217.08%-189.4pp |
| Employer contribution / active EE | $380 | $1,202-68.4% | $932-59.2% | $4,299-91.2% |
| Participant deferral / active EE | $1,809 | $2,364-23.5% | $1,826-0.9% | $6,507-72.2% |
| Admin fee / account holder | $149 | $2,852-94.8% | $2,491-94.0% | $12,624-98.8% |