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 | $36,322 | $102,966-64.7% | $90,281-59.8% | $152,861-76.2% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.4%-36.3pp |
| Annual return | 30.04% | 95.16%-65.1pp | 78.10%-48.1pp | 345.32%-315.3pp |
| Employer contribution / active EE | $444 | $3,139-85.9% | $2,854-84.4% | $4,762-90.7% |
| Participant deferral / active EE | $4,145 | $4,281-3.2% | $3,885+6.7% | $5,850-29.1% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |