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 7-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 | $36,137 | $104,907-65.6% | $84,611-57.3% | $152,861-76.4% |
| Participation rate | 52.9% | 74.8%-21.9pp | 68.2%-15.3pp | 82.4%-29.5pp |
| Annual return | 23.72% | 373.79%-350.1pp | 258.74%-235.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,284 | $3,302-30.8% | $2,652-13.9% | $4,762-52.0% |
| Participant deferral / active EE | $2,469 | $4,688-47.3% | $3,899-36.7% | $5,850-57.8% |
| Admin fee / account holder | $31 | $6,241-99.5% | $4,912-99.4% | $11,596-99.7% |