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 6-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 | $46,516 | $109,982-57.7% | $97,226-52.2% | $145,922-68.1% |
| Participation rate | 56.5% | 75.9%-19.4pp | 72.7%-16.2pp | 80.3%-23.8pp |
| Annual return | 13.03% | 242.90%-229.9pp | 75.13%-62.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,516 | $3,084-50.8% | $2,729-44.4% | $4,660-67.5% |
| Participant deferral / active EE | $3,340 | $4,676-28.6% | $4,264-21.7% | $6,688-50.1% |
| Admin fee / account holder | $184 | $6,221-97.0% | $5,654-96.7% | $13,397-98.6% |