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 10-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 | $41,746 | $68,719-39.3% | $91,541-54.4% | $84,808-50.8% |
| Participation rate | 60.0% | 64.5%-4.5pp | 69.8%-9.8pp | 68.3%-8.3pp |
| Annual return | 30.53% | 19.12%+11.4pp | 20.50%+10.0pp | 40.90%-10.4pp |
| Employer contribution / active EE | $5,696 | $1,920+196.7% | $2,505+127.4% | $2,631+116.5% |
| Participant deferral / active EE | $3,420 | $3,136+9.1% | $4,008-14.7% | $4,212-18.8% |
| Admin fee / account holder | $0 | $5,786-100.0% | $6,956-100.0% | $7,344-100.0% |