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 8-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 | $53,784 | $114,047-52.8% | $96,139-44.1% | $167,490-67.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 12.48% | 189.88%-177.4pp | 191.94%-179.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,454 | $3,427-28.4% | $2,797-12.2% | $4,837-49.3% |
| Participant deferral / active EE | $7,665 | $5,194+47.6% | $4,349+76.3% | $6,341+20.9% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |