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 9-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 | $77,976 | $117,381-33.6% | $99,443-21.6% | $152,861-49.0% |
| Participation rate | 56.3% | 77.5%-21.3pp | 73.8%-17.6pp | 82.4%-26.2pp |
| Annual return | 10.58% | 31.87%-21.3pp | 30.72%-20.1pp | 345.32%-334.7pp |
| Employer contribution / active EE | $1,064 | $3,013-64.7% | $2,540-58.1% | $4,762-77.7% |
| Participant deferral / active EE | $1,120 | $4,086-72.6% | $3,619-69.0% | $5,850-80.8% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |