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 6-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 | $27,126 | $175,202-84.5% | $149,673-81.9% | $139,434-80.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.29% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,019 | $5,474-63.1% | $4,818-58.1% | $4,751-57.5% |
| Participant deferral / active EE | $4,516 | $6,519-30.7% | $5,680-20.5% | $6,710-32.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |