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 | $80,572 | $183,963-56.2% | $162,163-50.3% | $152,861-47.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 27.49% | 150.76%-123.3pp | 115.59%-88.1pp | 345.32%-317.8pp |
| Employer contribution / active EE | $4,246 | $6,371-33.3% | $5,614-24.4% | $4,762-10.8% |
| Participant deferral / active EE | $9,598 | $8,034+19.5% | $7,298+31.5% | $5,850+64.1% |
| Admin fee / account holder | $72 | $13,121-99.5% | $10,843-99.3% | $11,596-99.4% |