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 3-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 | $102,075 | $104,974-2.8% | $95,585+6.8% | $142,382-28.3% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 15.11% | 210.33%-195.2pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $10,137 | $2,779+264.8% | $2,527+301.2% | $4,299+135.8% |
| Participant deferral / active EE | $4,200 | $4,352-3.5% | $4,023+4.4% | $6,507-35.5% |
| Admin fee / account holder | $107 | $6,386-98.3% | $6,127-98.2% | $12,624-99.1% |