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 | $187,073 | $138,065+35.5% | $123,544+51.4% | $135,375+38.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.19% | 153.68%-153.5pp | 119.20%-119.0pp | 519.73%-519.5pp |
| Employer contribution / active EE | $2,015 | $5,151-60.9% | $4,628-56.5% | $4,779-57.8% |
| Participant deferral / active EE | $16,288 | $6,799+139.6% | $6,426+153.5% | $5,609+190.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |