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 6-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 | $19,222 | $148,534-87.1% | $135,903-85.9% | $139,434-86.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 30.84% | 79.19%-48.4pp | 68.23%-37.4pp | 372.94%-342.1pp |
| Employer contribution / active EE | $2,433 | $5,243-53.6% | $4,856-49.9% | $4,751-48.8% |
| Participant deferral / active EE | $4,636 | $8,100-42.8% | $7,758-40.2% | $6,710-30.9% |
| Admin fee / account holder | $213 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |