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 5-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 | $42,921 | $183,519-76.6% | $155,509-72.4% | $145,922-70.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.12% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,618 | $5,313-69.5% | $4,672-65.4% | $4,660-65.3% |
| Participant deferral / active EE | $9,000 | $6,462+39.3% | $5,626+60.0% | $6,688+34.6% |
| Admin fee / account holder | $60 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |