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 | $113,166 | $117,841-4.0% | $102,423+10.5% | $145,922-22.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.17% | 31.65%-18.5pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,638 | $3,615+0.6% | $3,023+20.3% | $4,660-21.9% |
| Participant deferral / active EE | $7,944 | $5,731+38.6% | $5,053+57.2% | $6,688+18.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |