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 | $25,291 | $159,901-84.2% | $146,958-82.8% | $145,922-82.7% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 26.14% | 98.13%-72.0pp | 418.34%-392.2pp | 561.29%-535.1pp |
| Employer contribution / active EE | $1,318 | $5,286-75.1% | $4,933-73.3% | $4,660-71.7% |
| Participant deferral / active EE | $5,607 | $8,428-33.5% | $8,070-30.5% | $6,688-16.2% |
| Admin fee / account holder | $19 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |