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 | $67,325 | $111,754-39.8% | $103,333-34.8% | $145,922-53.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 22.19% | 24.77%-2.6pp | 24.88%-2.7pp | 561.29%-539.1pp |
| Employer contribution / active EE | $2,727 | $4,212-35.3% | $3,868-29.5% | $4,660-41.5% |
| Participant deferral / active EE | $21,275 | $5,619+278.7% | $5,057+320.7% | $6,688+218.1% |
| Admin fee / account holder | $223 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |