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 | $67,787 | $103,376-34.4% | $87,100-22.2% | $152,861-55.7% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 26.56% | 28.10%-1.5pp | 28.19%-1.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,635 | $3,220-18.2% | $2,521+4.5% | $4,762-44.7% |
| Participant deferral / active EE | $8,769 | $4,778+83.5% | $4,049+116.6% | $5,850+49.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |