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 7-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 | $39,391 | $105,181-62.5% | $159,436-75.3% | $85,850-54.1% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 14.99% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,327 | $3,318-29.9% | $4,829-51.8% | $2,565-9.3% |
| Participant deferral / active EE | $4,464 | $5,945-24.9% | $7,352-39.3% | $3,952+13.0% |
| Admin fee / account holder | $19 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |