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 5-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 | $53,671 | $214,378-75.0% | $200,582-73.2% | $142,382-62.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 35.23% | 46.41%-11.2pp | 42.33%-7.1pp | 217.08%-181.8pp |
| Employer contribution / active EE | $8,333 | $6,841+21.8% | $6,419+29.8% | $4,299+93.8% |
| Participant deferral / active EE | $8,983 | $9,865-8.9% | $9,331-3.7% | $6,507+38.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |