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 8-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 | $75,501 | $106,890-29.4% | $84,015-10.1% | $152,861-50.6% |
| Participation rate | 30.0% | 75.2%-45.2pp | 69.0%-39.0pp | 82.4%-52.4pp |
| Annual return | 28.57% | 104.99%-76.4pp | 71.31%-42.7pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,775 | $2,734-35.1% | $1,983-10.5% | $4,762-62.7% |
| Participant deferral / active EE | $5,700 | $4,011+42.1% | $3,239+76.0% | $5,850-2.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |