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 | $34,464 | $157,256-78.1% | $141,162-75.6% | $152,861-77.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 19.95% | 64.32%-44.4pp | 71.39%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,920 | $5,261-44.5% | $4,735-38.3% | $4,762-38.7% |
| Participant deferral / active EE | $4,699 | $7,109-33.9% | $6,709-30.0% | $5,850-19.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |