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 | $43,394 | $85,022-49.0% | $70,515-38.5% | $139,434-68.9% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 17.81% | 30.38%-12.6pp | 32.77%-15.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,324 | $3,909-40.6% | $2,973-21.9% | $4,751-51.1% |
| Participant deferral / active EE | $5,963 | $5,890+1.2% | $4,567+30.6% | $6,710-11.1% |
| Admin fee / account holder | $217 | $8,906-97.6% | $6,412-96.6% | $11,403-98.1% |