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 9-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 | $119,288 | $179,726-33.6% | $156,263-23.7% | $142,382-16.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 17.08% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,678 | $5,069-47.2% | $4,333-38.2% | $4,299-37.7% |
| Participant deferral / active EE | $3,348 | $6,956-51.9% | $6,158-45.6% | $6,507-48.6% |
| Admin fee / account holder | $60 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |