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 9-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 | $42,802 | $152,587-71.9% | $125,175-65.8% | $152,861-72.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 30.20% | 54.84%-24.6pp | 43.79%-13.6pp | 345.32%-315.1pp |
| Employer contribution / active EE | $1,016 | $4,946-79.5% | $3,865-73.7% | $4,762-78.7% |
| Participant deferral / active EE | $11,762 | $5,868+100.4% | $4,937+138.2% | $5,850+101.0% |
| Admin fee / account holder | $135 | $13,434-99.0% | $9,702-98.6% | $11,596-98.8% |