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 | $87,695 | $226,064-61.2% | $182,532-52.0% | $152,861-42.6% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.4%-13.2pp |
| Annual return | 18.35% | 192.51%-174.2pp | 148.54%-130.2pp | 345.32%-327.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,764 | $6,368+21.9% | $5,524+40.6% | $5,850+32.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |