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 | $50,898 | $106,890-52.4% | $84,015-39.4% | $152,861-66.7% |
| Participation rate | 12.5% | 75.2%-62.7pp | 69.0%-56.5pp | 82.4%-69.9pp |
| Annual return | 36.86% | 104.99%-68.1pp | 71.31%-34.4pp | 345.32%-308.5pp |
| Employer contribution / active EE | $609 | $2,734-77.7% | $1,983-69.3% | $4,762-87.2% |
| Participant deferral / active EE | $2,508 | $4,011-37.5% | $3,239-22.6% | $5,850-57.1% |
| Admin fee / account holder | $164 | $8,285-98.0% | $6,101-97.3% | $11,596-98.6% |