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 4-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 | $30,704 | $202,432-84.8% | $169,368-81.9% | $139,434-78.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 23.81% | 531.74%-507.9pp | 405.60%-381.8pp | 372.94%-349.1pp |
| Employer contribution / active EE | $5,907 | $4,692+25.9% | $4,013+47.2% | $4,751+24.3% |
| Participant deferral / active EE | $2,701 | $6,938-61.1% | $6,221-56.6% | $6,710-59.8% |
| Admin fee / account holder | $31 | $10,708-99.7% | $9,003-99.7% | $11,403-99.7% |