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 | $33,565 | $96,484-65.2% | $75,886-55.8% | $152,861-78.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 34.86% | 33.98%+0.9pp | 30.76%+4.1pp | 345.32%-310.5pp |
| Employer contribution / active EE | $2,014 | $3,309-39.1% | $2,500-19.5% | $4,762-57.7% |
| Participant deferral / active EE | $7,835 | $4,553+72.1% | $3,603+117.5% | $5,850+33.9% |
| Admin fee / account holder | $168 | $8,078-97.9% | $5,418-96.9% | $11,596-98.6% |