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 | $94,124 | $70,606+33.3% | $53,898+74.6% | $142,382-33.9% |
| Participation rate | 9.1% | 63.7%-54.6pp | 55.0%-45.9pp | 80.1%-71.0pp |
| Annual return | 26.22% | 619.81%-593.6pp | 528.60%-502.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $229 | $1,202-81.0% | $932-75.4% | $4,299-94.7% |
| Participant deferral / active EE | $1,972 | $2,364-16.6% | $1,826+8.0% | $6,507-69.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |