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 | $7,947 | $88,751-91.0% | $81,812-90.3% | $145,922-94.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 808.29% | 1025.40%-217.1pp | 773.79%+34.5pp | 561.29%+247.0pp |
| Employer contribution / active EE | $538 | $3,083-82.6% | $2,912-81.5% | $4,660-88.5% |
| Participant deferral / active EE | $807 | $4,643-82.6% | $4,319-81.3% | $6,688-87.9% |
| Admin fee / account holder | $21 | $8,415-99.8% | $7,386-99.7% | $13,397-99.8% |