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 8-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 | $64,641 | $197,591-67.3% | $177,821-63.6% | $158,922-59.3% |
| Participation rate | 52.4% | 88.5%-36.2pp | 87.7%-35.3pp | 82.0%-29.6pp |
| Annual return | 20.19% | 58.76%-38.6pp | 48.32%-28.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,506 | $6,697-62.6% | $5,918-57.7% | $4,761-47.4% |
| Participant deferral / active EE | $4,644 | $8,405-44.7% | $7,714-39.8% | $5,982-22.4% |
| Admin fee / account holder | $22 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |