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 4-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 | $31,208 | $110,261-71.7% | $95,745-67.4% | $139,434-77.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 38.22% | 27.11%+11.1pp | 28.35%+9.9pp | 372.94%-334.7pp |
| Employer contribution / active EE | $1,302 | $3,257-60.0% | $2,835-54.1% | $4,751-72.6% |
| Participant deferral / active EE | $8,044 | $4,676+72.0% | $4,245+89.5% | $6,710+19.9% |
| Admin fee / account holder | $32 | $6,613-99.5% | $5,678-99.4% | $11,403-99.7% |