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 | $72,747 | $99,918-27.2% | $81,382-10.6% | $145,922-50.1% |
| Participation rate | 38.5% | 74.2%-35.7pp | 69.5%-31.0pp | 80.3%-41.8pp |
| Annual return | 11.64% | 34.32%-22.7pp | 24.73%-13.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,679 | $2,978-43.6% | $2,463-31.8% | $4,660-64.0% |
| Participant deferral / active EE | $5,405 | $4,605+17.4% | $3,883+39.2% | $6,688-19.2% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |