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 | $88,312 | $117,381-24.8% | $99,443-11.2% | $152,861-42.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.4%-15.8pp |
| Annual return | 22.99% | 31.87%-8.9pp | 30.72%-7.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,853 | $3,013+61.1% | $2,540+91.1% | $4,762+1.9% |
| Participant deferral / active EE | $9,833 | $4,086+140.7% | $3,619+171.7% | $5,850+68.1% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |